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 15 | Recordkeeping | $3,435 |
Filed as: WILSHIRE ASSOCIATES Service code 16 | Consulting | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $57,500 | $122,239-53.0% | $184,203-68.8% | $74,495-22.8% |
| Participation rate | 60.0% | 85.5%-25.5pp | 86.8%-26.8pp | 67.2%-7.2pp |
| Annual return | 15.45% | 19.95%-4.5pp | 28.81%-13.4pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,036 | $4,537-55.1% | $6,427-68.3% | $2,623-22.4% |
| Participant deferral / active EE | $3,833 | $7,139-46.3% | $9,131-58.0% | $4,346-11.8% |
| Admin fee / account holder | $21 | $1,260-98.3% | $13,901-99.8% | $1,942-98.9% |