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 | $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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $72,254-100.0% | $86,677-100.0% | $64,808-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.6%-76.6pp | 71.5%-71.5pp |
| Annual return | 53.58% | 392.42%-338.8pp | 35.91%+17.7pp | 32.82%+20.8pp |
| Employer contribution / active EE | $1,561 | $2,393-34.7% | $2,836-45.0% | $2,506-37.7% |
| Participant deferral / active EE | $2,235 | $4,658-52.0% | $4,656-52.0% | $4,310-48.2% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |