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 | $86,231 |
SUNBURST FINANCIAL1 year Filed as: SUNBURST FINANCIAL GROUP Service code 27 · EIN 20-2550493 | Advisory (Plan) | $36,626 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,072 | $130,194-53.1% | $169,993-64.1% | $71,457-14.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 16.43% | 20.37%-3.9pp | 53.37%-36.9pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,101 | $4,381-52.1% | $6,785-69.0% | $2,588-18.8% |
| Participant deferral / active EE | $5,490 | $6,923-20.7% | $10,408-47.3% | $4,289+28.0% |
| Admin fee / account holder | $464 | $966-52.0% | $12,815-96.4% | $1,587-70.8% |