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 | $42,205 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,230 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,502 | $88,083-16.6% | $164,813-55.4% | $74,495-1.3% |
| Participation rate | 65.3% | 73.0%-7.8pp | 78.6%-13.3pp | 67.2%-1.9pp |
| Annual return | 18.39% | 17.26%+1.1pp | 69.93%-51.5pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $2,004 | $2,593-22.7% | $4,341-53.8% | $2,623-23.6% |
| Participant deferral / active EE | $4,623 | $4,498+2.8% | $6,031-23.4% | $4,346+6.4% |
| Admin fee / account holder | $338 | $2,234-84.9% | $12,690-97.3% | $1,942-82.6% |