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 | $138,972 |
MAI CAPITAL MANAGEMENT, LLC3 years Service code 27 · EIN 61-1495162 | Advisory (Plan) | $63,805 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,382 | $119,446-32.7% | $150,045-46.4% | $85,563-6.1% |
| Participation rate | 71.6% | 75.4%-3.8pp | 82.3%-10.7pp | 66.0%+5.7pp |
| Annual return | 24.76% | 23.72%+1.0pp | 62.55%-37.8pp | 31.51%-6.8pp |
| Employer contribution / active EE | $2,546 | $4,078-37.6% | $4,693-45.8% | $2,654-4.1% |
| Participant deferral / active EE | $6,961 | $7,985-12.8% | $7,997-13.0% | $4,375+59.1% |
| Admin fee / account holder | $221 | $548-59.6% | $13,435-98.4% | $834-73.5% |