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 | $27,265 |
Service code 27 · EIN 83-2030450 | Advisory (Plan) | $8,978 |
STEWARD PARTNERS INVETME1 year Service code 27 · EIN 32-0483695 | Advisory (Plan) | $8,645 |
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.
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 | $123,677 | $66,098+87.1% | $101,794+21.5% | $74,304+66.4% |
| Participation rate | 45.4% | 53.8%-8.3pp | 69.2%-23.8pp | 60.3%-14.9pp |
| Annual return | 12.16% | 19.59%-7.4pp | 30.53%-18.4pp | 29.43%-17.3pp |
| Employer contribution / active EE | $686 | $1,082-36.5% | $2,289-70.0% | $2,241-69.4% |
| Participant deferral / active EE | $2,882 | $2,781+3.6% | $4,084-29.4% | $3,767-23.5% |
| Admin fee / account holder | $416 | $4,146-90.0% | $8,777-95.3% | $2,969-86.0% |