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 10-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 | $47,943 |
Filed as: STEWARD PARTNERS INVESTM Service code 27 · EIN 32-0483695 | Advisory (Plan) | $6,864 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,538 | $49,451+58.8% | $79,550-1.3% | $66,914+17.4% |
| Participation rate | 53.3% | 61.3%-8.0pp | 69.5%-16.2pp | 69.8%-16.5pp |
| Annual return | -19.75% | 84.25%-104.0pp | 0.16%-19.9pp | 1.58%-21.3pp |
| Employer contribution / active EE | $919 | $1,266-27.4% | $2,413-61.9% | $2,544-63.9% |
| Participant deferral / active EE | $3,222 | $3,159+2.0% | $3,985-19.1% | $4,237-23.9% |
| Admin fee / account holder | $446 | $595-25.1% | $6,832-93.5% | $593-24.9% |