See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $36,541 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $4,350 |
Annual investment return 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 | $59,436 | $55,415+7.3% | $155,509-61.8% | $74,495-20.2% |
| Participation rate | 95.7% | 61.9%+33.8pp | 78.2%+17.5pp | 67.2%+28.5pp |
| Annual return | 10.93% | 268.50%-257.6pp | 64.67%-53.7pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,086 | $2,267-52.1% | $4,672-76.7% | $2,623-58.6% |
| Participant deferral / active EE | $3,368 | $2,836+18.8% | $5,626-40.1% | $4,346-22.5% |
| Admin fee / account holder | $165 | $1,738-90.5% | $15,912-99.0% | $1,942-91.5% |