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 | $81,461 |
MAI CAPITAL MANAGEMENT, LLC2 years Service code 27 · EIN 61-1495162 | Advisory (Plan) | $12,797 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,602 | $55,441-79.1% | $76,002-84.7% | $77,671-85.1% |
| Participation rate | 86.3% | 63.6%+22.6pp | 69.1%+17.2pp | 70.6%+15.7pp |
| Annual return | 12.19% | 17.08%-4.9pp | 360.07%-347.9pp | 31.21%-19.0pp |
| Employer contribution / active EE | $1,539 | $1,789-14.0% | $2,688-42.7% | $2,726-43.5% |
| Participant deferral / active EE | $3,148 | $3,451-8.8% | $4,257-26.1% | $4,648-32.3% |
| Admin fee / account holder | $259 | $407-36.4% | $6,414-96.0% | $430-39.9% |