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 | $32,320 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $14,932 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,756 | $82,978-26.8% | $129,995-53.3% | $71,457-15.0% |
| Participation rate | 62.0% | 74.1%-12.1pp | 78.5%-16.5pp | 67.9%-6.0pp |
| Annual return | 18.95% | 20.60%-1.6pp | -137.18%+156.1pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,885 | $2,622-28.1% | $4,320-56.4% | $2,588-27.1% |
| Participant deferral / active EE | $3,985 | $4,432-10.1% | $5,820-31.5% | $4,289-7.1% |
| Admin fee / account holder | $269 | $1,729-84.4% | $10,614-97.5% | $1,587-83.0% |