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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,641 |
BAKER TILLY US, LLP2 years Service code 27 · EIN 39-0859910 | Advisory (Plan) | $20,000 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,572 | $49,922+115.5% | $80,569+33.5% | $75,163+43.1% |
| Participation rate | 98.9% | 55.3%+43.6pp | 67.0%+31.9pp | 67.2%+31.7pp |
| Annual return | 20.68% | 34.69%-14.0pp | 935.43%-914.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $4,089 | $1,698+140.8% | $2,723+50.2% | $2,670+53.2% |
| Participant deferral / active EE | $11,946 | $2,990+299.5% | $4,447+168.6% | $4,125+189.6% |
| Admin fee / account holder | $294 | $3,577-91.8% | $5,377-94.5% | $5,651-94.8% |