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 | $64,583 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $8,790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,164 | $49,915+24.5% | $154,803-59.8% | $74,304-16.3% |
| Participation rate | 95.6% | 54.0%+41.7pp | 78.1%+17.6pp | 60.3%+35.3pp |
| Annual return | 20.56% | 34.06%-13.5pp | 58.88%-38.3pp | 29.43%-8.9pp |
| Employer contribution / active EE | $958 | $1,611-40.5% | $4,305-77.7% | $2,241-57.3% |
| Participant deferral / active EE | $3,003 | $2,255+33.2% | $5,540-45.8% | $3,767-20.3% |
| Admin fee / account holder | $267 | $2,189-87.8% | $14,329-98.1% | $2,969-91.0% |