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 | $31,763 |
Filed as: PRINCIPAL SECURITIES Service code 27 · EIN 42-0941553 | Advisory (Plan) | $11,561 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,770 | $62,603-38.1% | $104,294-62.8% | $66,914-42.1% |
| Participation rate | 75.5% | 59.6%+15.9pp | 73.3%+2.2pp | 69.8%+5.7pp |
| Annual return | -19.40% | -14.70%-4.7pp | 24.61%-44.0pp | 1.58%-21.0pp |
| Employer contribution / active EE | $2,725 | $1,972+38.2% | $3,372-19.2% | $2,544+7.1% |
| Participant deferral / active EE | $3,333 | $2,853+16.8% | $4,625-27.9% | $4,237-21.3% |
| Admin fee / account holder | $349 | $656-46.8% | $7,339-95.2% | $593-41.2% |