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 | $35,932 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $3,823 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,816 | $50,982-43.5% | $154,803-81.4% | $85,563-66.3% |
| Participation rate | 60.1% | 59.8%+0.3pp | 78.1%-18.0pp | 66.0%-5.9pp |
| Annual return | 13.00% | 30.35%-17.4pp | 58.88%-45.9pp | 31.51%-18.5pp |
| Employer contribution / active EE | $902 | $1,708-47.2% | $4,305-79.0% | $2,654-66.0% |
| Participant deferral / active EE | $1,857 | $2,474-25.0% | $5,540-66.5% | $4,375-57.6% |
| Admin fee / account holder | $184 | $846-78.2% | $14,329-98.7% | $834-77.9% |