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 | $24,538 |
TRITON WEALTH2 years Service code 27 · EIN 27-2767230 | Advisory (Plan) | $11,139 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $50,083 | $79,184-36.8% | $102,438-51.1% | $74,546-32.8% |
| Participation rate | 61.2% | 74.8%-13.5pp | 76.5%-15.3pp | 67.2%-6.0pp |
| Annual return | 11.18% | 54.95%-43.8pp | 29.37%-18.2pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $807 | $2,362-65.8% | $3,024-73.3% | $2,624-69.2% |
| Participant deferral / active EE | $3,171 | $4,414-28.2% | $5,054-37.3% | $4,347-27.1% |
| Admin fee / account holder | $256 | $2,001-87.2% | $9,448-97.3% | $1,944-86.8% |