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, CPA2 years Service code 10 · EIN 85-1049843 | Accounting | $10,800 |
Filed as: WILSHIRE ASSOCIATES, INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $5,714 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $202 |
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 | $185,728 | $105,181+76.6% | $159,436+16.5% | $85,850+116.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.35% | 45.07%-31.7pp | 263.57%-250.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $7,452 | $3,318+124.6% | $4,829+54.3% | $2,565+190.5% |
| Participant deferral / active EE | $7,357 | $5,945+23.7% | $7,352+0.1% | $3,952+86.2% |
| Admin fee / account holder | $2,255 | $6,933-67.5% | $10,799-79.1% | $6,260-64.0% |