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 | $116,995 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $15,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,933 | $54,193+97.3% | $93,606+14.2% | $77,643+37.7% |
| Participation rate | 30.2% | 63.9%-33.8pp | 68.7%-38.6pp | 70.6%-40.4pp |
| Annual return | 28.79% | 30.54%-1.8pp | 133.20%-104.4pp | 31.24%-2.5pp |
| Employer contribution / active EE | $146 | $1,168-87.5% | $2,420-94.0% | $2,726-94.7% |
| Participant deferral / active EE | $2,736 | $3,144-13.0% | $4,411-38.0% | $4,647-41.1% |
| Admin fee / account holder | $499 | $576-13.4% | $8,285-94.0% | $430+15.8% |