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 | $52,909 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $18,713 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ROGERS & CO LLC Service code 10 · EIN 46-4195990 | Accounting | $11,875 |
MORNINGSTAR2 years 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,337 | $76,670+25.7% | $96,683-0.4% | $71,457+34.8% |
| Participation rate | 81.9% | 66.6%+15.3pp | 74.3%+7.6pp | 67.9%+14.0pp |
| Annual return | 13.76% | 48.29%-34.5pp | 35.69%-21.9pp | 28.85%-15.1pp |
| Employer contribution / active EE | $14,892 | $3,031+391.2% | $3,737+298.5% | $2,588+475.5% |
| Participant deferral / active EE | $2,574 | $3,771-31.7% | $4,878-47.2% | $4,289-40.0% |
| Admin fee / account holder | $362 | $2,028-82.2% | $6,730-94.6% | $1,587-77.2% |