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 | $50,914 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $17,909 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ROGERS & CO. LLC Service code 10 · EIN 46-4195990 | Accounting | $11,425 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $88,798 | $64,119+38.5% | $112,228-20.9% | $66,914+32.7% |
| Participation rate | 73.8% | 68.5%+5.3pp | 75.1%-1.3pp | 69.8%+4.0pp |
| Annual return | -13.13% | -13.81%+0.7pp | 27.45%-40.6pp | 1.58%-14.7pp |
| Employer contribution / active EE | $14,923 | $3,005+396.5% | $3,635+310.6% | $2,544+486.5% |
| Participant deferral / active EE | $2,147 | $3,693-41.9% | $4,728-54.6% | $4,237-49.3% |
| Admin fee / account holder | $373 | $625-40.3% | $6,410-94.2% | $593-37.1% |