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 | $114,673 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $15,496 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,196 | $65,908-45.1% | $81,812-55.8% | $77,643-53.4% |
| Participation rate | 94.9% | 65.8%+29.1pp | 72.3%+22.5pp | 70.6%+24.3pp |
| Annual return | 13.31% | 26.64%-13.3pp | 773.79%-760.5pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,930 | $2,370-18.6% | $2,912-33.7% | $2,726-29.2% |
| Participant deferral / active EE | $2,187 | $3,505-37.6% | $4,319-49.4% | $4,647-52.9% |
| Admin fee / account holder | $179 | $526-66.0% | $7,386-97.6% | $430-58.4% |