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 | $140,800-11.6% | $89,340+39.3% | $79,634+56.3% |
| Participation rate | 94.1% | 61.9%+32.2pp | 69.6%+24.6pp | 62.5%+31.6pp |
| Annual return | 15.08% | 17.84%-2.8pp | 20.57%-5.5pp | 36.46%-21.4pp |
| Employer contribution / active EE | $4,193 | $2,021+107.5% | $2,231+87.9% | $2,529+65.8% |
| Participant deferral / active EE | $5,573 | $3,219+73.2% | $3,823+45.8% | $3,835+45.3% |
| Admin fee / account holder | $331 | $1,610-79.5% | $6,704-95.1% | $1,002-67.0% |