See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,354 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $8,212 |
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 | $160,977 | $96,128+67.5% | $136,007+18.4% | $80,856+99.1% |
| Participation rate | 97.8% | 71.2%+26.6pp | 76.5%+21.4pp | 67.6%+30.2pp |
| Annual return | 13.32% | 28.71%-15.4pp | 579.32%-566.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $5,148 | $3,351+53.6% | $4,217+22.1% | $2,755+86.9% |
| Participant deferral / active EE | $7,626 | $5,709+33.6% | $7,025+8.6% | $4,296+77.5% |
| Admin fee / account holder | $338 | $8,236-95.9% | $6,858-95.1% | $6,918-95.1% |