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 9-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 | $12,159 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INCORPORATES Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,628 | $55,636-61.1% | $81,983-73.6% | $73,488-70.6% |
| Participation rate | 43.6% | 62.3%-18.7pp | 69.2%-25.6pp | 70.7%-27.1pp |
| Annual return | 18.97% | 19.07%-0.1pp | 41.31%-22.3pp | 28.51%-9.5pp |
| Employer contribution / active EE | $1,102 | $1,625-32.2% | $2,498-55.9% | $2,270-51.4% |
| Participant deferral / active EE | $1,685 | $2,762-39.0% | $3,722-54.7% | $3,740-55.0% |
| Admin fee / account holder | $140 | $493-71.6% | $5,664-97.5% | $513-72.8% |