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 | $18,633 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $601 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,154 | $55,415-4.1% | $155,509-65.8% | $74,495-28.6% |
| Participation rate | 36.1% | 61.9%-25.8pp | 78.2%-42.1pp | 67.2%-31.1pp |
| Annual return | 22.40% | 268.50%-246.1pp | 64.67%-42.3pp | 1364.94%-1342.5pp |
| Employer contribution / active EE | $1,046 | $2,267-53.9% | $4,672-77.6% | $2,623-60.1% |
| Participant deferral / active EE | $2,821 | $2,836-0.5% | $5,626-49.9% | $4,346-35.1% |
| Admin fee / account holder | $331 | $1,738-81.0% | $15,912-97.9% | $1,942-83.0% |