See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
CHOICE WEALTH ADVISORS3 years Service code 26 · EIN 20-2441108 325-D KENNEDY MEMORIAL DR · WATERVILLE, ME 04901 | Advisory (Participants) | $14,270 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $5,095 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $713 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,825 | $79,519-85.1% | $95,952-87.7% | $73,409-83.9% |
| Participation rate | 39.6% | 81.2%-41.6pp | 77.1%-37.5pp | 72.2%-32.6pp |
| Annual return | 26.45% | 19.20%+7.3pp | 91.61%-65.2pp | 59.29%-32.8pp |
| Employer contribution / active EE | $671 | $2,048-67.3% | $2,541-73.6% | $2,234-70.0% |
| Participant deferral / active EE | $932 | $4,138-77.5% | $4,167-77.6% | $3,805-75.5% |
| Admin fee / account holder | $129 | $184-29.9% | $6,795-98.1% | $158-18.2% |