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 | $91,270 |
RESOURCE 1, INC.3 years Filed as: RESOURCE 1, INC Service code 27 · EIN 20-3941578 | Advisory (Plan) | $60,572 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,800 | $100,923+53.4% | $150,045+3.2% | $74,304+108.3% |
| Participation rate | 99.4% | 70.1%+29.3pp | 82.3%+17.0pp | 60.3%+39.0pp |
| Annual return | 19.23% | 51.77%-32.5pp | 62.55%-43.3pp | 29.43%-10.2pp |
| Employer contribution / active EE | $1,982 | $3,463-42.8% | $4,693-57.8% | $2,241-11.6% |
| Participant deferral / active EE | $12,493 | $6,709+86.2% | $7,997+56.2% | $3,767+231.6% |
| Admin fee / account holder | $510 | $2,767-81.6% | $13,435-96.2% | $2,969-82.8% |