See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TRI STAR ADVISORS INC.1 year Service code 26 | Advisory (Participants) | $38,082 |
Filed as: WILSHIRE ASSOCIATES Service code 26 | Advisory (Participants) | $4,421 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $819 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,508 | $94,621-55.1% | $138,135-69.2% | $73,409-42.1% |
| Participation rate | 70.5% | 83.4%-12.9pp | 78.7%-8.2pp | 72.2%-1.7pp |
| Annual return | 51.03% | 16.57%+34.5pp | 20.51%+30.5pp | 59.29%-8.3pp |
| Employer contribution / active EE | $4,228 | $4,410-4.1% | $5,587-24.3% | $2,234+89.3% |
| Participant deferral / active EE | $5,918 | $6,199-4.5% | $6,431-8.0% | $3,805+55.5% |
| Admin fee / account holder | $105 | $140-25.4% | $11,856-99.1% | $158-33.8% |