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 | $42,131 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 17 · EIN 46-3825461 | Pension Consulting | $14,339 |
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 | $132,101 | $78,485+68.3% | $106,213+24.4% | $74,495+77.3% |
| Participation rate | 98.6% | 72.8%+25.8pp | 75.3%+23.3pp | 67.2%+31.4pp |
| Annual return | 16.49% | 15.95%+0.5pp | 116.14%-99.6pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $5,885 | $2,523+133.3% | $3,171+85.5% | $2,623+124.3% |
| Participant deferral / active EE | $6,730 | $4,322+55.7% | $5,016+34.2% | $4,346+54.9% |
| Admin fee / account holder | $309 | $2,232-86.2% | $11,033-97.2% | $1,942-84.1% |