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 |
|---|---|---|
CHANNEL WEALTH LLC3 years Filed as: CHANNEL WEALTH Service code 26 · EIN 84-2475389 | Advisory (Participants) | $48,313 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $26,225 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $16,243 |
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 | $28,299 | $55,331-48.9% | $81,812-65.4% | $199,593-85.8% |
| Participation rate | 41.9% | 62.5%-20.6pp | 72.3%-30.4pp | 72.0%-30.0pp |
| Annual return | 29.71% | 19.59%+10.1pp | 773.79%-744.1pp | 34.25%-4.5pp |
| Employer contribution / active EE | $1,798 | $2,101-14.4% | $2,912-38.3% | $3,034-40.8% |
| Participant deferral / active EE | $3,588 | $3,283+9.3% | $4,319-16.9% | $5,087-29.5% |
| Admin fee / account holder | $137 | $346-60.4% | $7,386-98.1% | $269-49.0% |