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 | $121,678 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $35,492 |
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).
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 | $40,589 | $88,890-54.3% | $102,423-60.4% | $77,643-47.7% |
| Participation rate | 91.8% | 80.9%+10.9pp | 76.5%+15.3pp | 70.6%+21.2pp |
| Annual return | 14.86% | 24.98%-10.1pp | 29.32%-14.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,671 | $2,698-38.1% | $3,023-44.7% | $2,726-38.7% |
| Participant deferral / active EE | $4,984 | $5,145-3.1% | $5,053-1.4% | $4,647+7.3% |
| Admin fee / account holder | $273 | $235+15.9% | $9,451-97.1% | $430-36.6% |