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 | $20,292 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $1,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,576 | $55,415-44.8% | $155,509-80.3% | $74,495-59.0% |
| Participation rate | 38.6% | 61.9%-23.3pp | 78.2%-39.5pp | 67.2%-28.6pp |
| Annual return | 13.17% | 268.50%-255.3pp | 64.67%-51.5pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $323 | $2,267-85.8% | $4,672-93.1% | $2,623-87.7% |
| Participant deferral / active EE | $1,466 | $2,836-48.3% | $5,626-73.9% | $4,346-66.3% |
| Admin fee / account holder | $249 | $1,738-85.6% | $15,912-98.4% | $1,942-87.2% |