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 | $60,538 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $18,077 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,099 | $62,327-13.2% | $120,354-55.1% | $74,495-27.4% |
| Participation rate | 94.6% | 56.8%+37.8pp | 71.9%+22.6pp | 67.2%+27.4pp |
| Annual return | 12.96% | 18.61%-5.6pp | 107.15%-94.2pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $272 | $1,843-85.2% | $3,463-92.1% | $2,623-89.6% |
| Participant deferral / active EE | $2,644 | $2,893-8.6% | $4,991-47.0% | $4,346-39.2% |
| Admin fee / account holder | $383 | $2,396-84.0% | $9,423-95.9% | $1,942-80.3% |