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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $17,313 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $1,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,623 | $61,272-58.2% | $149,673-82.9% | $71,457-64.1% |
| Participation rate | 39.6% | 62.5%-22.9pp | 78.8%-39.2pp | 67.9%-28.3pp |
| Annual return | 15.52% | 35.85%-20.3pp | 134.42%-118.9pp | 28.85%-13.3pp |
| Employer contribution / active EE | $359 | $2,378-84.9% | $4,818-92.5% | $2,588-86.1% |
| Participant deferral / active EE | $1,621 | $2,917-44.4% | $5,680-71.5% | $4,289-62.2% |
| Admin fee / account holder | $212 | $1,261-83.2% | $13,210-98.4% | $1,587-86.6% |