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 15 · EIN 01-0233346 | Recordkeeping | $10,325 |
MBL WEALTH LLC3 years Service code 26 · EIN 84-3308036 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,713 | $42,353+3.2% | $79,550-45.0% | $64,808-32.6% |
| Participation rate | 69.2% | 64.8%+4.4pp | 69.5%-0.3pp | 71.5%-2.3pp |
| Annual return | -15.73% | -12.24%-3.5pp | 0.16%-15.9pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,815 | $1,181+53.7% | $2,413-24.8% | $2,506-27.6% |
| Participant deferral / active EE | $3,330 | $3,170+5.0% | $3,985-16.4% | $4,310-22.7% |
| Admin fee / account holder | $311 | $160+94.9% | $6,832-95.4% | $188+65.6% |