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 | $101,888 |
SUNBURST FINANCIAL3 years Filed as: SUNBURST FINANCIAL GROUP Service code 27 · EIN 20-2550493 | Advisory (Plan) | $44,240 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,688 | $132,049-37.4% | $200,582-58.8% | $74,304+11.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 4.52% | 22.22%-17.7pp | 42.33%-37.8pp | 29.43%-24.9pp |
| Employer contribution / active EE | $3,505 | $4,558-23.1% | $6,419-45.4% | $2,241+56.4% |
| Participant deferral / active EE | $5,612 | $7,213-22.2% | $9,331-39.9% | $3,767+49.0% |
| Admin fee / account holder | $649 | $2,405-73.0% | $16,305-96.0% | $2,969-78.1% |