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 49 | Other Services | $1,625 |
Service code 12 · EIN 42-0127290 | Participant loan processing; Claims p... | $0 |
Filed as: ROYAL ALLIANCE ASSOCIATES INC. Service code 49 · EIN 93-0987232 | Other Services | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 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 | $98,266 | $47,922+105.1% | $75,886+29.5% | $65,185+50.8% |
| Participation rate | 24.5% | 63.0%-38.4pp | 69.3%-44.7pp | 70.2%-45.7pp |
| Annual return | 20.65% | 24.12%-3.5pp | 30.76%-10.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,602 | $1,557+2.9% | $2,500-35.9% | $2,177-26.4% |
| Participant deferral / active EE | $2,461 | $2,550-3.5% | $3,603-31.7% | $3,514-30.0% |
| Admin fee / account holder | $33 | $532-93.8% | $5,418-99.4% | $847-96.1% |