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 | $136,285 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $8,850 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $66,537 | $71,142-6.5% | $119,609-44.4% | $64,808+2.7% |
| Participation rate | 98.2% | 78.6%+19.6pp | 79.3%+19.0pp | 71.5%+26.8pp |
| Annual return | -16.03% | -10.01%-6.0pp | -14.97%-1.1pp | 32.82%-48.8pp |
| Employer contribution / active EE | $5,064 | $2,497+102.8% | $4,232+19.7% | $2,506+102.1% |
| Participant deferral / active EE | $4,702 | $4,490+4.7% | $5,602-16.1% | $4,310+9.1% |
| Admin fee / account holder | $249 | $162+53.3% | $10,323-97.6% | $188+32.3% |