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 | $100,984 |
SUNBURST FINANCIAL2 years Filed as: SUNBURST FINANCIAL GROUP Service code 27 · EIN 20-2550493 | Advisory (Plan) | $41,722 |
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 | $69,664 | $122,239-43.0% | $184,203-62.2% | $74,495-6.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 12.85% | 19.95%-7.1pp | 28.81%-16.0pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,073 | $4,537-54.3% | $6,427-67.7% | $2,623-21.0% |
| Participant deferral / active EE | $5,594 | $7,139-21.6% | $9,131-38.7% | $4,346+28.7% |
| Admin fee / account holder | $543 | $1,260-56.9% | $13,901-96.1% | $1,942-72.0% |