Filed January 17, 2023
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 |
|---|---|---|
Filed as: FGMK FINANCIAL SERVICES LLC Service code 49 · EIN 20-0128147 | Other Services | $7,312 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,548 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,370 | $102,553-2.1% | $151,611-33.8% | $66,914+50.0% |
| Participation rate | 98.5% | 85.5%+13.0pp | 87.5%+11.0pp | 69.8%+28.7pp |
| Annual return | -16.18% | -10.82%-5.4pp | 3.33%-19.5pp | 1.58%-17.8pp |
| Employer contribution / active EE | $3,009 | $4,180-28.0% | $6,166-51.2% | $2,544+18.3% |
| Participant deferral / active EE | $10,184 | $6,641+53.4% | $8,363+21.8% | $4,237+140.4% |
| Admin fee / account holder | $28 | $630-95.6% | $11,616-99.8% | $593-95.3% |