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 |
|---|---|---|
Filed as: ALERA INVESTMENT ADVISORS Service code 26 · EIN 82-1301707 3 PARKWAY NORTH · DEERFIELD, IL 60015 | Advisory (Participants) | $4,412 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $4,113 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $341 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,763 | $37,426-15.1% | $77,482-59.0% | $79,858-60.2% |
| Participation rate | 58.5% | 41.5%+17.0pp | 54.2%+4.3pp | 69.6%-11.2pp |
| Annual return | 12.40% | 39.70%-27.3pp | 54.79%-42.4pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,059 | $1,260-15.9% | $1,861-43.1% | $3,740-71.7% |
| Admin fee / account holder | $175 | $2,504-93.0% | $2,858-93.9% | $5,306-96.7% |