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 | $56,102+38.2% | $101,794-23.9% | $102,872-24.6% |
| Participation rate | 30.8% | 70.4%-39.5pp | 69.2%-38.4pp | 73.0%-42.2pp |
| Annual return | 17.00% | 14.06%+2.9pp | 30.53%-13.5pp | 19.06%-2.1pp |
| Employer contribution / active EE | $553 | $1,380-59.9% | $2,289-75.8% | $3,526-84.3% |
| Participant deferral / active EE | $1,377 | $2,801-50.8% | $4,084-66.3% | $5,535-75.1% |
| Admin fee / account holder | $110 | $262-58.1% | $8,777-98.7% | $292-62.4% |