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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,456 |
Filed as: FIRST CITIZENS INVESTOR SERVICES, I Service code 49 · EIN 56-1854695 | Other Services | $6,957 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,354 | $61,272-66.8% | $149,673-86.4% | $71,457-71.5% |
| Participation rate | 38.3% | 62.5%-24.2pp | 78.8%-40.5pp | 67.9%-29.6pp |
| Annual return | -1.13% | 35.85%-37.0pp | 134.42%-135.5pp | 28.85%-30.0pp |
| Employer contribution / active EE | $670 | $2,378-71.8% | $4,818-86.1% | $2,588-74.1% |
| Participant deferral / active EE | $1,313 | $2,917-55.0% | $5,680-76.9% | $4,289-69.4% |
| Admin fee / account holder | $284 | $1,261-77.5% | $13,210-97.8% | $1,587-82.1% |