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 | $28,533 |
Filed as: STEWARD PARTNERS Service code 27 · EIN 32-0483695 | Advisory (Plan) | $14,488 |
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).
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 | $104,157 | $54,701+90.4% | $86,188+20.8% | $71,457+45.8% |
| Participation rate | 45.5% | 60.1%-14.6pp | 69.0%-23.5pp | 67.9%-22.4pp |
| Annual return | 16.56% | 20.06%-3.5pp | 1168.45%-1151.9pp | 28.85%-12.3pp |
| Employer contribution / active EE | $597 | $1,265-52.8% | $2,380-74.9% | $2,588-76.9% |
| Participant deferral / active EE | $2,788 | $3,108-10.3% | $3,985-30.0% | $4,289-35.0% |
| Admin fee / account holder | $410 | $1,922-78.7% | $6,852-94.0% | $1,587-74.2% |