Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $8,789 |
CHOICE WEALTH ADVISORS1 year Filed as: CHOICE WEALTH ADVISORS, LLC Service code 26 · EIN 20-2441108 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ACCOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $72,303-100.0% | $86,698-100.0% | $64,824-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.6%-76.6pp | 71.5%-71.5pp |
| Annual return | 53.58% | 392.77%-339.2pp | 35.96%+17.6pp | 32.84%+20.7pp |
| Employer contribution / active EE | $1,561 | $2,393-34.7% | $2,837-45.0% | $2,507-37.7% |
| Participant deferral / active EE | $2,235 | $4,660-52.0% | $4,656-52.0% | $4,311-48.2% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |