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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $74,696 |
Filed as: WILSHIRE ASSOCIATES Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $25,969 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,289 | $65,908-69.2% | $81,812-75.2% | $77,643-73.9% |
| Participation rate | 91.3% | 65.8%+25.5pp | 72.3%+18.9pp | 70.6%+20.7pp |
| Annual return | 14.16% | 26.64%-12.5pp | 773.79%-759.6pp | 31.24%-17.1pp |
| Employer contribution / active EE | $2,594 | $2,370+9.4% | $2,912-10.9% | $2,726-4.8% |
| Participant deferral / active EE | $2,772 | $3,505-20.9% | $4,319-35.8% | $4,647-40.3% |
| Admin fee / account holder | $150 | $526-71.6% | $7,386-98.0% | $430-65.2% |