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 | $21,578 |
MAI CAPITAL MANAGEMENT, LLC2 years Service code 27 · EIN 61-1495162 | Advisory (Plan) | $6,781 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,471 | $80,731-73.4% | $103,374-79.2% | $74,546-71.2% |
| Participation rate | 92.9% | 65.7%+27.2pp | 74.5%+18.3pp | 67.2%+25.6pp |
| Annual return | 13.42% | 27.56%-14.1pp | 24.89%-11.5pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $2,487 | $3,158-21.2% | $3,869-35.7% | $2,624-5.2% |
| Participant deferral / active EE | $3,605 | $3,860-6.6% | $5,058-28.7% | $4,347-17.1% |
| Admin fee / account holder | $144 | $2,369-93.9% | $8,394-98.3% | $1,944-92.6% |