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 9-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 | $10,928 |
Filed as: PARAGON ALLIANCE GROUP LLC Service code 17 · EIN 23-3044062 | Pension Consulting | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,585 | $35,485-75.8% | $74,550-88.5% | $55,725-84.6% |
| Participation rate | 21.0% | 62.5%-41.5pp | 69.1%-48.2pp | 70.9%-49.9pp |
| Annual return | 12.20% | 0.72%+11.5pp | 32.53%-20.3pp | 244.93%-232.7pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,039 | $2,181-52.3% | $3,108-66.6% | $3,356-69.0% |
| Admin fee / account holder | $98 | $114-13.9% | $5,060-98.1% | $115-14.5% |