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 | $21,283 |
Service code 49 · EIN 51-6041053 | Other Services | $8,386 |
Filed as: ZPLC, AC Service code 10 · EIN 46-3686044 | Accounting | $6,900 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,607 | $73,867-74.8% | $143,757-87.1% | $68,494-72.8% |
| Participation rate | 93.2% | 66.7%+26.5pp | 80.3%+12.9pp | 67.9%+25.3pp |
| Annual return | -17.63% | 1.01%-18.6pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,790 | $3,184-12.4% | $4,951-43.7% | $2,596+7.4% |
| Participant deferral / active EE | $829 | $3,384-75.5% | $5,637-85.3% | $4,027-79.4% |
| Admin fee / account holder | $265 | $5,755-95.4% | $14,673-98.2% | $5,403-95.1% |