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 | $46,723 |
PARK AVENUE SECURITIES LLC5 years Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $17,110 |
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 | $68,145 | $54,558+24.9% | $76,002-10.3% | $74,546-8.6% |
| Participation rate | 81.5% | 60.3%+21.2pp | 69.1%+12.4pp | 67.2%+14.3pp |
| Annual return | 10.79% | 31.83%-21.0pp | 360.07%-349.3pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $943 | $1,778-47.0% | $2,688-64.9% | $2,624-64.1% |
| Participant deferral / active EE | $3,977 | $3,065+29.8% | $4,257-6.6% | $4,347-8.5% |
| Admin fee / account holder | $298 | $2,232-86.7% | $6,414-95.4% | $1,944-84.7% |