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 |
|---|---|---|
MBL WEALTH LLC1 year Service code 26 · EIN 92-5275536 | Advisory (Participants) | $32,842 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,032 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,534 | $64,286-40.1% | $90,951-57.6% | $73,409-47.5% |
| Participation rate | 64.1% | 63.6%+0.5pp | 69.0%-4.9pp | 72.2%-8.1pp |
| Annual return | 93.08% | 21.45%+71.6pp | 134.60%-41.5pp | 59.29%+33.8pp |
| Employer contribution / active EE | $1,698 | $895+89.8% | $2,122-20.0% | $2,234-24.0% |
| Participant deferral / active EE | $2,794 | $2,453+13.9% | $3,373-17.2% | $3,805-26.6% |
| Admin fee / account holder | $233 | $287-18.8% | $5,959-96.1% | $158+47.7% |