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 13 · EIN 42-0127290 | Contract Administrator | $18,402 |
Filed as: STEWARD PARTNERS Service code 27 · EIN 32-0483695 | Advisory (Plan) | $7,899 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,300 | $59,417+85.6% | $93,606+17.8% | $74,495+48.1% |
| Participation rate | 47.4% | 59.7%-12.3pp | 68.7%-21.4pp | 67.2%-19.8pp |
| Annual return | 12.18% | 81.83%-69.7pp | 133.20%-121.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $696 | $1,264-44.9% | $2,420-71.2% | $2,623-73.5% |
| Participant deferral / active EE | $3,009 | $3,050-1.3% | $4,411-31.8% | $4,346-30.8% |
| Admin fee / account holder | $230 | $3,021-92.4% | $8,285-97.2% | $1,942-88.2% |