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 |
|---|---|---|
AVID WEALTH PARTNERS LLC2 years Filed as: AVID WEALTH PARTNERS, LLC Service code 26 · EIN 85-1104557 | Advisory (Participants) | $12,448 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $850 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $498 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,766 | $52,224-62.2% | $88,946-77.8% | $102,872-80.8% |
| Participation rate | 1.9% | 40.8%-38.9pp | 68.8%-67.0pp | 73.0%-71.2pp |
| Annual return | 16.81% | 16.96%-0.1pp | 57.82%-41.0pp | 19.06%-2.2pp |
| Employer contribution / active EE | $0 | $1,241-100.0% | $2,555-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $40 | $2,611-98.5% | $4,581-99.1% | $5,535-99.3% |
| Admin fee / account holder | $209 | $1,723-87.9% | $8,261-97.5% | $292-28.5% |