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 · EIN 01-0233346 | Recordkeeping | $3,219 |
CHANNEL WEALTH LLC1 year Filed as: CHANNEL WEALTH Service code 26 · EIN 84-2475389 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,113 | $43,113-53.3% | $82,719-75.7% | $77,904-74.2% |
| Participation rate | 35.3% | 63.8%-28.5pp | 72.6%-37.2pp | 73.7%-38.4pp |
| Annual return | -5.09% | 2.60%-7.7pp | 701.18%-706.3pp | 12.21%-17.3pp |
| Employer contribution / active EE | $1,473 | $1,924-23.5% | $3,009-51.0% | $2,848-48.3% |
| Participant deferral / active EE | $2,929 | $3,057-4.2% | $4,395-33.3% | $4,806-39.0% |
| Admin fee / account holder | $41 | $102-59.9% | $5,329-99.2% | $133-69.1% |