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 | $13,182 |
CHOICE WEALTH ADVISORS6 years Service code 26 · EIN 20-2441108 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,375 | $99,078-67.3% | $96,544-66.5% | $74,419-56.5% |
| Participation rate | 46.5% | 80.7%-34.2pp | 76.0%-29.4pp | 70.7%-24.2pp |
| Annual return | 21.78% | 22.48%-0.7pp | 25.84%-4.1pp | 34.38%-12.6pp |
| Employer contribution / active EE | $1,690 | $2,570-34.2% | $2,965-43.0% | $2,637-35.9% |
| Participant deferral / active EE | $2,371 | $4,933-51.9% | $4,851-51.1% | $4,528-47.6% |
| Admin fee / account holder | $383 | $225+70.3% | $8,252-95.4% | $348+10.0% |