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 | $42,459 |
Service code 27 · EIN 32-0483695 | Advisory (Plan) | $38,152 |
Service code 13 · EIN 31-1299207 | Contract Administrator | $5,841 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $57,331 | $64,119-10.6% | $112,228-48.9% | $66,914-14.3% |
| Participation rate | 58.1% | 68.5%-10.3pp | 75.1%-16.9pp | 69.8%-11.7pp |
| Annual return | -18.61% | -13.81%-4.8pp | 27.45%-46.1pp | 1.58%-20.2pp |
| Employer contribution / active EE | $748 | $3,005-75.1% | $3,635-79.4% | $2,544-70.6% |
| Participant deferral / active EE | $2,990 | $3,693-19.0% | $4,728-36.8% | $4,237-29.4% |
| Admin fee / account holder | $365 | $625-41.5% | $6,410-94.3% | $593-38.4% |