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 | $31,235 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,929 |
PENSION PLAN SPECIALISTS, PC2 years Filed as: PENSION PLAN SPECIALISTS PC Service code 13 | Contract Administrator | $3,954 |
PENSION PLAN SPECIALISTS, PC2 years Filed as: PENSION PLAN SPECIALISTS Service code 13 · EIN 26-1570786 | Contract Administrator | $1,500 |
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 | $92,934 | $130,194-28.6% | $169,993-45.3% | $71,457+30.1% |
| Participation rate | 75.5% | 86.1%-10.7pp | 87.0%-11.5pp | 67.9%+7.6pp |
| Annual return | 19.53% | 20.37%-0.8pp | 53.37%-33.8pp | 28.85%-9.3pp |
| Employer contribution / active EE | $2,602 | $4,381-40.6% | $6,785-61.7% | $2,588+0.6% |
| Participant deferral / active EE | $4,880 | $6,923-29.5% | $10,408-53.1% | $4,289+13.8% |
| Admin fee / account holder | $321 | $966-66.8% | $12,815-97.5% | $1,587-79.8% |