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 |
|---|---|---|
COLEMAN & WILLIAMS, LTD.4 years Filed as: COLEMAN, DONALD F. Service code 49 30595 ROCK ROSE LN · VALLEY CENTER, CA 920823861 | Other Services | $8,639 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,457 |
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 | $88,485 | $71,516+23.7% | $98,439-10.1% | $71,457+23.8% |
| Participation rate | 89.2% | 72.7%+16.5pp | 75.2%+14.0pp | 67.9%+21.3pp |
| Annual return | 17.48% | 32.41%-14.9pp | 21.16%-3.7pp | 28.85%-11.4pp |
| Employer contribution / active EE | $3,265 | $2,399+36.1% | $3,048+7.1% | $2,588+26.2% |
| Participant deferral / active EE | $5,619 | $4,109+36.7% | $4,738+18.6% | $4,289+31.0% |
| Admin fee / account holder | $20 | $1,675-98.8% | $8,948-99.8% | $1,587-98.7% |