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 7-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 | $191,598 |
Filed as: WILSHIRE ASSOCIATES Service code 31 435 HUDSON ST STE 803 · NEW YORK, NY 10014 | Named fiduciary | $6,920 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,388 | $53,136-54.1% | $155,509-84.3% | $199,593-87.8% |
| Participation rate | 81.0% | 64.1%+16.9pp | 78.2%+2.8pp | 72.0%+9.0pp |
| Annual return | 13.91% | 41.15%-27.2pp | 64.67%-50.8pp | 34.25%-20.3pp |
| Employer contribution / active EE | $1,161 | $1,851-37.3% | $4,672-75.2% | $3,034-61.7% |
| Participant deferral / active EE | $3,555 | $3,161+12.5% | $5,626-36.8% | $5,087-30.1% |
| Admin fee / account holder | $124 | $185-32.9% | $15,912-99.2% | $269-53.7% |