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 | $60,323+16.6% | $81,812-14.0% | $74,495-5.6% |
| Participation rate | 65.6% | 62.9%+2.8pp | 72.3%-6.7pp | 67.2%-1.6pp |
| Annual return | 19.53% | 16.90%+2.6pp | 773.79%-754.3pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $2,028 | $2,620-22.6% | $2,912-30.4% | $2,623-22.7% |
| Participant deferral / active EE | $5,308 | $3,387+56.7% | $4,319+22.9% | $4,346+22.1% |
| Admin fee / account holder | $341 | $1,486-77.0% | $7,386-95.4% | $1,942-82.4% |