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.5 years Filed as: COLEMAN, DONALD F. Service code 49 30595 ROCK ROSE LN · VALLEY CENTER, CA 920823861 | Other Services | $10,449 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,238 |
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 | $102,391 | $78,485+30.5% | $106,213-3.6% | $74,495+37.4% |
| Participation rate | 89.6% | 72.8%+16.8pp | 75.3%+14.3pp | 67.2%+22.4pp |
| Annual return | 13.59% | 15.95%-2.4pp | 116.14%-102.5pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $3,167 | $2,523+25.5% | $3,171-0.2% | $2,623+20.7% |
| Participant deferral / active EE | $6,004 | $4,322+38.9% | $5,016+19.7% | $4,346+38.2% |
| Admin fee / account holder | $48 | $2,232-97.8% | $11,033-99.6% | $1,942-97.5% |