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 12 · EIN 42-0127290 | Claims processing; Participant loan p... | $2,143 |
Service code 49 | Other Services | $1,958 |
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.
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 | $68,142 | $55,636+22.5% | $81,983-16.9% | $73,488-7.3% |
| Participation rate | 39.1% | 62.3%-23.2pp | 69.2%-30.1pp | 70.7%-31.5pp |
| Annual return | 13.45% | 19.07%-5.6pp | 41.31%-27.9pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,461 | $1,625-10.0% | $2,498-41.5% | $2,270-35.6% |
| Participant deferral / active EE | $2,253 | $2,762-18.4% | $3,722-39.5% | $3,740-39.7% |
| Admin fee / account holder | $24 | $493-95.1% | $5,664-99.6% | $513-95.3% |