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 | $111,213 |
Filed as: ROCKWOOD WEALTH MANAGEMENT, LLC Service code 27 · EIN 20-3587254 | Advisory (Plan) | $11,160 |
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 | $124,455 | $117,025+6.3% | $91,541+36.0% | $85,563+45.5% |
| Participation rate | 94.1% | 64.2%+29.9pp | 69.8%+24.3pp | 66.0%+28.2pp |
| Annual return | 15.08% | 18.02%-2.9pp | 20.50%-5.4pp | 31.51%-16.4pp |
| Employer contribution / active EE | $4,193 | $2,120+97.7% | $2,505+67.4% | $2,654+58.0% |
| Participant deferral / active EE | $5,573 | $3,446+61.7% | $4,008+39.1% | $4,375+27.4% |
| Admin fee / account holder | $331 | $1,242-73.4% | $6,956-95.2% | $834-60.4% |