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 4-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 |
|---|---|---|
Filed as: RETIREWELL ADMINISTRATORS, INC. Service code 15 · EIN 81-3429076 | Recordkeeping | $5,176 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 PO BOX 502030 · SAN DIEGO, CA 92150 | Advisory (Plan) | $4,028 |
Service code 15 · EIN 13-3646501 | Recordkeeping | $1,552 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Plan) | $820 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,714 | $80,724-89.2% | $103,333-91.6% | $74,495-88.3% |
| Participation rate | 76.2% | 65.7%+10.5pp | 74.5%+1.7pp | 67.2%+9.0pp |
| Annual return | 25.09% | 27.56%-2.5pp | 24.88%+0.2pp | 1364.94%-1339.9pp |
| Employer contribution / active EE | $984 | $3,157-68.8% | $3,868-74.6% | $2,623-62.5% |
| Participant deferral / active EE | $2,299 | $3,860-40.4% | $5,057-54.5% | $4,346-47.1% |
| Admin fee / account holder | $113 | $2,368-95.2% | $8,355-98.6% | $1,942-94.2% |