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 | $60,580 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $1,513 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,132 | $50,820-72.2% | $155,567-90.9% | $77,671-81.8% |
| Participation rate | 86.4% | 63.1%+23.3pp | 78.2%+8.2pp | 70.6%+15.8pp |
| Annual return | 18.02% | 34.85%-16.8pp | 64.74%-46.7pp | 31.21%-13.2pp |
| Employer contribution / active EE | $1,168 | $1,993-41.4% | $4,674-75.0% | $2,726-57.2% |
| Participant deferral / active EE | $2,863 | $2,823+1.4% | $5,628-49.1% | $4,648-38.4% |
| Admin fee / account holder | $103 | $436-76.3% | $15,916-99.4% | $430-76.0% |