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 | $118,317 |
WINDES, INC.2 years Filed as: WINDES Service code 10 · EIN 95-3001179 | Accounting | $19,000 |
Filed as: MARTIN JR, MICHAEL V. Service code 49 80 W SIERRA MADRE BLVD STE 404 · SIERRA MADRE, CA 910242434 | Other Services | $15,192 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,073 | $52,208-6.0% | $86,612-43.3% | $74,419-34.1% |
| Participation rate | 95.5% | 66.3%+29.1pp | 71.7%+23.8pp | 70.7%+24.7pp |
| Annual return | 7.63% | 44.46%-36.8pp | 591.07%-583.4pp | 34.38%-26.8pp |
| Employer contribution / active EE | $3,168 | $2,282+38.8% | $3,022+4.8% | $2,637+20.1% |
| Participant deferral / active EE | $2,501 | $3,383-26.1% | $4,438-43.6% | $4,528-44.8% |
| Admin fee / account holder | $370 | $319+16.1% | $5,614-93.4% | $348+6.4% |