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 35-1140070 | Contract Administrator | $1,583 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $478 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $425 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,269 | $77,813-70.1% | $123,544-81.2% | $64,186-63.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 3.18% | 12.48%-9.3pp | 119.20%-116.0pp | 7.63%-4.5pp |
| Employer contribution / active EE | $1,047 | $3,014-65.3% | $4,628-77.4% | $2,381-56.0% |
| Participant deferral / active EE | $4,983 | $5,240-4.9% | $6,426-22.5% | $3,470+43.6% |
| Admin fee / account holder | $112 | $5,519-98.0% | $9,284-98.8% | $4,888-97.7% |