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 13 · EIN 42-0127290 | Contract Administrator | $49,530 |
PARK AVENUE SECURITIES LLC6 years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $19,241 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $70,871 | $59,097+19.9% | $82,389-14.0% | $74,304-4.6% |
| Participation rate | 79.1% | 52.8%+26.4pp | 69.5%+9.6pp | 60.3%+18.8pp |
| Annual return | 11.67% | 22.85%-11.2pp | 28.67%-17.0pp | 29.43%-17.8pp |
| Employer contribution / active EE | $791 | $1,601-50.6% | $2,517-68.6% | $2,241-64.7% |
| Participant deferral / active EE | $3,633 | $2,775+30.9% | $4,155-12.6% | $3,767-3.6% |
| Admin fee / account holder | $286 | $4,489-93.6% | $7,231-96.0% | $2,969-90.4% |