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 6-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 | $52,256 |
RETIREMENT BENEFIT SOLUTIONS2 years Filed as: RETIREMENT BENEFIT SOLUTIONS, LLC Service code 13 · EIN 54-1953648 | Contract Administrator | $17,393 |
VARIABLE CONTRACT AGENCY LLC2 years Filed as: VARIABLE CONTRACT AGENCY, LLC Service code 49 | Other Services | $13,650 |
VARIABLE CONTRACT AGENCY LLC2 years Filed as: VARIABLE CONTRACT AGENCY Service code 49 · EIN 84-3853085 | Other Services | $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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,349 | $110,094-69.7% | $151,611-78.0% | $68,494-51.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.02% | -10.12%-7.9pp | 3.33%-21.4pp | -7.84%-10.2pp |
| Employer contribution / active EE | $4,521 | $4,471+1.1% | $6,166-26.7% | $2,596+74.1% |
| Participant deferral / active EE | $29,041 | $6,527+344.9% | $8,363+247.2% | $4,027+621.1% |
| Admin fee / account holder | $400 | $7,719-94.8% | $11,616-96.6% | $5,403-92.6% |