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 7-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 | $39,150 |
FARMER & BETTS1 year Filed as: FARMER & BETTS, INC Service code 13 · EIN 94-3322438 | Contract Administrator | $6,272 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,505 | $55,415-54.0% | $155,509-83.6% | $74,495-65.8% |
| Participation rate | 42.2% | 61.9%-19.7pp | 78.2%-36.0pp | 67.2%-25.0pp |
| Annual return | 15.17% | 268.50%-253.3pp | 64.67%-49.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,581 | $2,267-30.3% | $4,672-66.2% | $2,623-39.7% |
| Participant deferral / active EE | $3,325 | $2,836+17.2% | $5,626-40.9% | $4,346-23.5% |
| Admin fee / account holder | $334 | $1,738-80.8% | $15,912-97.9% | $1,942-82.8% |