See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $17,212 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $623 |
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 | $55,911 | $45,863+21.9% | $77,024-27.4% | $68,494-18.4% |
| Participation rate | 40.5% | 55.9%-15.4pp | 67.9%-27.4pp | 67.9%-27.4pp |
| Annual return | -15.44% | 1.72%-17.2pp | 42.32%-57.8pp | -7.84%-7.6pp |
| Employer contribution / active EE | $952 | $1,650-42.3% | $2,812-66.1% | $2,596-63.3% |
| Participant deferral / active EE | $2,204 | $2,962-25.6% | $4,426-50.2% | $4,027-45.3% |
| Admin fee / account holder | $398 | $3,041-86.9% | $5,425-92.7% | $5,403-92.6% |