Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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 | $52,346 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $9,300 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,969 | $55,441-20.7% | $76,002-42.1% | $77,671-43.4% |
| Participation rate | 96.6% | 63.6%+33.0pp | 69.1%+27.6pp | 70.6%+26.1pp |
| Annual return | 12.94% | 17.08%-4.1pp | 360.07%-347.1pp | 31.21%-18.3pp |
| Employer contribution / active EE | $1,661 | $1,789-7.2% | $2,688-38.2% | $2,726-39.1% |
| Participant deferral / active EE | $4,242 | $3,451+22.9% | $4,257-0.3% | $4,648-8.7% |
| Admin fee / account holder | $135 | $407-66.7% | $6,414-97.9% | $430-68.5% |