See peer percentile detail. $4.99 for your first month.
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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 | $19,981 |
Service code 13 · EIN 11-3271022 | Contract Administrator | $12,065 |
Filed as: ASSOCIATED PENSION CONSULANTS Service code 13 | Contract Administrator | $11,820 |
Filed as: MORGAN STANLEY Service code 49 · EIN 26-4310632 | Other Services | $5,680 |
Filed as: WILSHIRE ADVISORS Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,590 | $49,173+4.9% | $121,098-57.4% | $75,163-31.4% |
| Participation rate | 61.3% | 55.4%+5.9pp | 69.5%-8.2pp | 67.2%-5.9pp |
| Annual return | 5.03% | 55.99%-51.0pp | 985.75%-980.7pp | 160.62%-155.6pp |
| Employer contribution / active EE | $3,251 | $1,546+110.3% | $4,164-21.9% | $2,670+21.8% |
| Participant deferral / active EE | $4,399 | $2,628+67.4% | $4,080+7.8% | $4,125+6.6% |
| Admin fee / account holder | $343 | $3,942-91.3% | $5,644-93.9% | $5,651-93.9% |