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 | $69,131 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 17 · EIN 46-3825461 | Pension Consulting | $35,631 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,972 | $84,784+40.3% | $98,439+20.9% | $74,419+59.9% |
| Participation rate | 98.3% | 81.5%+16.8pp | 75.2%+23.2pp | 70.7%+27.6pp |
| Annual return | 15.59% | 20.59%-5.0pp | 21.16%-5.6pp | 34.38%-18.8pp |
| Employer contribution / active EE | $2,443 | $3,364-27.4% | $3,048-19.9% | $2,637-7.4% |
| Participant deferral / active EE | $6,988 | $5,218+33.9% | $4,738+47.5% | $4,528+54.3% |
| Admin fee / account holder | $237 | $204+16.1% | $8,948-97.3% | $348-31.8% |