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 | $16,199 |
CHANNEL WEALTH LLC2 years 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 | $24,377 | $52,660-53.7% | $86,612-71.9% | $80,160-69.6% |
| Participation rate | 0.0% | 62.4%-62.4pp | 71.7%-71.7pp | 72.9%-72.9pp |
| Annual return | 56.43% | 24.87%+31.6pp | 591.07%-534.6pp | 40.38%+16.1pp |
| Employer contribution / active EE | $1,707 | $2,140-20.2% | $3,022-43.5% | $2,978-42.7% |
| Participant deferral / active EE | $3,437 | $3,215+6.9% | $4,438-22.6% | $5,017-31.5% |
| Admin fee / account holder | $119 | $113+5.3% | $5,614-97.9% | $145-18.1% |