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 13 · EIN 42-0127290 | Contract Administrator | $72,838 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $28,713 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,434 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $36,954 | $72,254-48.9% | $86,677-57.4% | $64,808-43.0% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.6%-5.2pp | 71.5%-0.1pp |
| Annual return | -9.46% | 392.42%-401.9pp | 35.91%-45.4pp | 32.82%-42.3pp |
| Employer contribution / active EE | $908 | $2,393-62.0% | $2,836-68.0% | $2,506-63.8% |
| Participant deferral / active EE | $2,533 | $4,658-45.6% | $4,656-45.6% | $4,310-41.2% |
| Admin fee / account holder | $147 | $174-15.2% | $7,493-98.0% | $188-21.5% |