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 | $2,532 |
Filed as: WILTSHIRE ASSOCIATES INC Service code 16 · EIN 95-2755361 | Consulting | $1,006 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,825 | $101,317-54.8% | $146,958-68.8% | $74,495-38.5% |
| Participation rate | 38.7% | 75.5%-36.9pp | 82.2%-43.5pp | 67.2%-28.5pp |
| Annual return | 28.14% | 8730.91%-8702.8pp | 418.34%-390.2pp | 1364.94%-1336.8pp |
| Employer contribution / active EE | $2,123 | $3,810-44.3% | $4,933-57.0% | $2,623-19.1% |
| Participant deferral / active EE | $4,511 | $7,303-38.2% | $8,070-44.1% | $4,346+3.8% |
| Admin fee / account holder | $330 | $1,739-81.0% | $12,998-97.5% | $1,942-83.0% |