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 9-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 | $31,103 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $12,769 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $55,733 | $55,415+0.6% | $155,509-64.2% | $74,495-25.2% |
| Participation rate | 73.8% | 61.9%+11.9pp | 78.2%-4.4pp | 67.2%+6.6pp |
| Annual return | 14.61% | 268.50%-253.9pp | 64.67%-50.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $869 | $2,267-61.7% | $4,672-81.4% | $2,623-66.9% |
| Participant deferral / active EE | $4,933 | $2,836+73.9% | $5,626-12.3% | $4,346+13.5% |
| Admin fee / account holder | $291 | $1,738-83.3% | $15,912-98.2% | $1,942-85.0% |