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 | $32,365 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $14,367 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $59,473 | $80,717-26.3% | $154,803-61.6% | $84,808-29.9% |
| Participation rate | 76.5% | 66.8%+9.7pp | 78.1%-1.5pp | 68.3%+8.2pp |
| Annual return | 13.42% | 37.96%-24.5pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,017 | $2,761-63.2% | $4,305-76.4% | $2,631-61.4% |
| Participant deferral / active EE | $5,319 | $3,303+61.0% | $5,540-4.0% | $4,212+26.3% |
| Admin fee / account holder | $311 | $6,746-95.4% | $14,329-97.8% | $7,344-95.8% |