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 8-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 | $13,559 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,030 | $42,894-39.3% | $60,874-57.2% | $68,494-62.0% |
| Participation rate | 54.9% | 66.8%-11.8pp | 73.1%-18.2pp | 67.9%-12.9pp |
| Annual return | -18.01% | -13.98%-4.0pp | 16.90%-34.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,432 | $1,978-27.6% | $2,701-47.0% | $2,596-44.9% |
| Participant deferral / active EE | $4,099 | $2,867+43.0% | $3,817+7.4% | $4,027+1.8% |
| Admin fee / account holder | $250 | $3,101-92.0% | $3,224-92.3% | $5,403-95.4% |