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 13 · EIN 42-0127290 | Contract Administrator | $4,231 |
Service code 49 | Other Services | $1,998 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,345 | $63,442-28.5% | $68,791-34.1% | $66,914-32.2% |
| Participation rate | 42.1% | 60.0%-17.9pp | 69.0%-26.9pp | 69.8%-27.7pp |
| Annual return | -12.05% | -8.29%-3.8pp | -6.38%-5.7pp | 1.58%-13.6pp |
| Employer contribution / active EE | $1,536 | $1,775-13.4% | $2,655-42.1% | $2,544-39.6% |
| Participant deferral / active EE | $2,481 | $2,945-15.8% | $3,941-37.1% | $4,237-41.5% |
| Admin fee / account holder | $38 | $577-93.5% | $4,932-99.2% | $593-93.6% |