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 | $30,958 |
PURSHE KAPLAN STERLING INV7 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $26,091 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,763 | $84,487-13.9% | $125,339-41.9% | $66,914+8.7% |
| Participation rate | 68.3% | 76.4%-8.1pp | 82.4%-14.0pp | 69.8%-1.5pp |
| Annual return | -14.40% | -8.39%-6.0pp | 572.05%-586.5pp | 1.58%-16.0pp |
| Employer contribution / active EE | $2,552 | $3,553-28.2% | $4,814-47.0% | $2,544+0.3% |
| Participant deferral / active EE | $5,751 | $6,781-15.2% | $7,446-22.8% | $4,237+35.7% |
| Admin fee / account holder | $233 | $685-66.0% | $10,010-97.7% | $593-60.8% |