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 9-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 | $44,767 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $4,762 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,349 | $60,261+16.7% | $81,783-14.0% | $74,546-5.6% |
| Participation rate | 65.6% | 62.9%+2.7pp | 72.4%-6.7pp | 67.2%-1.6pp |
| Annual return | 19.53% | 16.88%+2.6pp | 775.05%-755.5pp | 1366.03%-1346.5pp |
| Employer contribution / active EE | $2,028 | $2,622-22.6% | $2,913-30.4% | $2,624-22.7% |
| Participant deferral / active EE | $5,308 | $3,388+56.7% | $4,320+22.9% | $4,347+22.1% |
| Admin fee / account holder | $341 | $1,482-77.0% | $7,380-95.4% | $1,944-82.4% |