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 | $17,787 |
Filed as: MML INSURANCE AGENCY LLC Service code 49 · EIN 04-3109325 | Other Services | $6,701 |
Filed as: PARAGON ALLIANCE GROUP LLC Service code 17 · EIN 23-3044062 | Pension Consulting | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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).
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 | $19,235 | $64,286-70.1% | $90,951-78.9% | $73,409-73.8% |
| Participation rate | 26.2% | 63.6%-37.3pp | 69.0%-42.8pp | 72.2%-45.9pp |
| Annual return | 30.25% | 21.45%+8.8pp | 134.60%-104.3pp | 59.29%-29.0pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,619 | $2,453-34.0% | $3,373-52.0% | $3,805-57.4% |
| Admin fee / account holder | $117 | $287-59.2% | $5,959-98.0% | $158-25.9% |