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 | $66,637 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 17 · EIN 46-3825461 | Pension Consulting | $41,765 |
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 | $129,080 | $92,055+40.2% | $106,213+21.5% | $77,643+66.2% |
| Participation rate | 98.9% | 81.0%+17.9pp | 75.3%+23.6pp | 70.6%+28.3pp |
| Annual return | 14.85% | 17.91%-3.1pp | 116.14%-101.3pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,366 | $3,367-29.7% | $3,171-25.4% | $2,726-13.2% |
| Participant deferral / active EE | $7,331 | $5,386+36.1% | $5,016+46.2% | $4,647+57.7% |
| Admin fee / account holder | $244 | $219+11.5% | $11,033-97.8% | $430-43.3% |