Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 | $14,651 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $10,689 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,493 | $73,787+175.8% | $98,716+106.1% | $82,448+146.8% |
| Participation rate | 80.3% | 61.4%+18.9pp | 69.3%+11.0pp | 68.1%+12.2pp |
| Annual return | 10.34% | 18.57%-8.2pp | 31.81%-21.5pp | 41.64%-31.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,492 | $3,081+240.5% | $4,048+159.2% | $4,139+153.5% |
| Admin fee / account holder | $138 | $6,500-97.9% | $8,703-98.4% | $7,234-98.1% |