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 4-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 | $89,202 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $12,054 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,278 | $52,208-36.3% | $86,612-61.6% | $74,419-55.3% |
| Participation rate | 93.8% | 66.3%+27.4pp | 71.7%+22.1pp | 70.7%+23.0pp |
| Annual return | 36.27% | 44.46%-8.2pp | 591.07%-554.8pp | 34.38%+1.9pp |
| Employer contribution / active EE | $2,445 | $2,282+7.1% | $3,022-19.1% | $2,637-7.3% |
| Participant deferral / active EE | $2,353 | $3,383-30.4% | $4,438-47.0% | $4,528-48.0% |
| Admin fee / account holder | $160 | $319-49.8% | $5,614-97.2% | $348-54.0% |