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 3-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 |
|---|---|---|
CHANNEL WEALTH LLC2 years Filed as: CHANNEL WEALTH Service code 26 · EIN 84-2475389 | Advisory (Participants) | $12,893 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,792 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,060 |
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 | $42,839 | $79,184-45.9% | $102,438-58.2% | $74,546-42.5% |
| Participation rate | 83.8% | 74.8%+9.0pp | 76.5%+7.3pp | 67.2%+16.6pp |
| Annual return | 20.78% | 54.95%-34.2pp | 29.37%-8.6pp | 1366.03%-1345.3pp |
| Employer contribution / active EE | $3,742 | $2,362+58.4% | $3,024+23.8% | $2,624+42.6% |
| Participant deferral / active EE | $8,084 | $4,414+83.1% | $5,054+60.0% | $4,347+85.9% |
| Admin fee / account holder | $95 | $2,001-95.2% | $9,448-99.0% | $1,944-95.1% |