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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $154,330 |
LSL CPAS1 year Filed as: LSL LLP Service code 10 · EIN 95-2700123 | Accounting | $17,500 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,515 | $57,921+33.8% | $98,716-21.5% | $103,975-25.4% |
| Participation rate | 30.8% | 68.8%-38.0pp | 69.3%-38.5pp | 72.5%-41.7pp |
| Annual return | 17.00% | 13.15%+3.9pp | 31.81%-14.8pp | 19.41%-2.4pp |
| Employer contribution / active EE | $553 | $1,595-65.3% | $2,279-75.7% | $3,722-85.1% |
| Participant deferral / active EE | $1,377 | $2,573-46.5% | $4,048-66.0% | $5,343-74.2% |
| Admin fee / account holder | $110 | $324-66.1% | $8,703-98.7% | $332-67.0% |