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 | $71,644 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $21,681 |
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 | $63,521 | $68,914-7.8% | $136,749-53.5% | $74,304-14.5% |
| Participation rate | 89.7% | 51.3%+38.4pp | 72.1%+17.6pp | 60.3%+29.4pp |
| Annual return | 13.96% | 16.34%-2.4pp | 24.33%-10.4pp | 29.43%-15.5pp |
| Employer contribution / active EE | $276 | $1,561-82.3% | $3,400-91.9% | $2,241-87.7% |
| Participant deferral / active EE | $2,869 | $2,541+12.9% | $4,692-38.9% | $3,767-23.9% |
| Admin fee / account holder | $474 | $3,149-84.9% | $11,386-95.8% | $2,969-84.0% |