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 |
|---|---|---|
LYNN JANZEN, CPA1 year Service code 10 · EIN 85-1049843 | Accounting | $10,800 |
Filed as: WILSHIRE ASSOCIATES, INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $4,930 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $172 |
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 | $169,221 | $98,750+71.4% | $149,696+13.0% | $79,858+111.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.72% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $7,433 | $3,216+131.1% | $4,644+60.0% | $2,471+200.8% |
| Participant deferral / active EE | $6,658 | $5,680+17.2% | $6,842-2.7% | $3,740+78.0% |
| Admin fee / account holder | $1,784 | $6,053-70.5% | $9,309-80.8% | $5,306-66.4% |