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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $6,552 |
Filed as: WILSHIRE ASSOCIATES Service code 31 1299 OCEAN AVENUE STE 700 · SANTA MONICA, CA 90401 | Named fiduciary | $3,485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,511 | $50,820-38.0% | $155,567-79.7% | $77,671-59.4% |
| Participation rate | 49.8% | 63.1%-13.3pp | 78.2%-28.4pp | 70.6%-20.7pp |
| Annual return | 99.74% | 34.85%+64.9pp | 64.74%+35.0pp | 31.21%+68.5pp |
| Employer contribution / active EE | $559 | $1,993-71.9% | $4,674-88.0% | $2,726-79.5% |
| Participant deferral / active EE | $1,084 | $2,823-61.6% | $5,628-80.7% | $4,648-76.7% |
| Admin fee / account holder | $157 | $436-64.0% | $15,916-99.0% | $430-63.5% |