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 | $21,894 |
COLEMAN & WILLIAMS, LTD.3 years Filed as: COLEMAN, DONALD F. Service code 49 30595 ROCK ROSE LN · VALLEY CENTER, CA 920823861 | Other Services | $8,181 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,793 | $72,607+4.4% | $90,749-16.5% | $66,914+13.3% |
| Participation rate | 96.9% | 73.7%+23.2pp | 75.7%+21.2pp | 69.8%+27.1pp |
| Annual return | -15.51% | -12.28%-3.2pp | -12.16%-3.3pp | 1.58%-17.1pp |
| Employer contribution / active EE | $3,093 | $2,369+30.6% | $2,921+5.9% | $2,544+21.6% |
| Participant deferral / active EE | $5,655 | $3,977+42.2% | $4,564+23.9% | $4,237+33.5% |
| Admin fee / account holder | $133 | $707-81.2% | $8,445-98.4% | $593-77.6% |