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 |
|---|---|---|
CHANNEL WEALTH LLC3 years Filed as: CHANNEL WEALTH Service code 26 · EIN 84-2475389 | Advisory (Participants) | $20,415 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $6,643 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,096 |
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 | $53,376 | $98,727-45.9% | $113,168-52.8% | $85,563-37.6% |
| Participation rate | 84.3% | 80.8%+3.4pp | 76.6%+7.7pp | 66.0%+18.3pp |
| Annual return | 52.70% | 17.43%+35.3pp | 24.27%+28.4pp | 31.51%+21.2pp |
| Employer contribution / active EE | $3,804 | $2,907+30.9% | $2,975+27.9% | $2,654+43.4% |
| Participant deferral / active EE | $8,218 | $5,424+51.5% | $5,107+60.9% | $4,375+87.8% |
| Admin fee / account holder | $93 | $357-74.0% | $12,068-99.2% | $834-88.9% |