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 |
|---|---|---|
CROWE LLP1 year Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $9,701 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,123 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,634 | $64,909-75.9% | $82,313-81.0% | $62,292-74.9% |
| Participation rate | 99.5% | 74.9%+24.6pp | 76.9%+22.6pp | 69.5%+30.0pp |
| Annual return | 14.93% | 21.18%-6.3pp | 25.88%-10.9pp | 28.90%-14.0pp |
| Employer contribution / active EE | $738 | $1,676-56.0% | $2,428-69.6% | $2,042-63.9% |
| Participant deferral / active EE | $1,353 | $3,103-56.4% | $3,706-63.5% | $3,169-57.3% |
| Admin fee / account holder | $56 | $440-87.2% | $5,608-99.0% | $479-88.3% |