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, CPA4 years Service code 10 · EIN 85-1049843 | Accounting | $12,500 |
Filed as: WILSHIRE ASSOCIATES, INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $4,938 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $138 |
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 | $167,171 | $93,571+78.7% | $135,903+23.0% | $75,163+122.4% |
| Participation rate | 95.6% | 75.2%+20.4pp | 81.9%+13.7pp | 67.2%+28.4pp |
| Annual return | 17.17% | 30.90%-13.7pp | 68.23%-51.1pp | 160.62%-143.4pp |
| Employer contribution / active EE | $8,262 | $3,537+133.6% | $4,856+70.1% | $2,670+209.4% |
| Participant deferral / active EE | $7,480 | $6,404+16.8% | $7,758-3.6% | $4,125+81.3% |
| Admin fee / account holder | $2,091 | $6,975-70.0% | $10,762-80.6% | $5,651-63.0% |