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 4-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 | $131,702 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,391 | $61,058-22.4% | $71,209-33.4% | $85,563-44.6% |
| Participation rate | 96.3% | 58.6%+37.8pp | 73.8%+22.6pp | 66.0%+30.4pp |
| Annual return | 14.11% | 100.41%-86.3pp | 282.51%-268.4pp | 31.51%-17.4pp |
| Employer contribution / active EE | $2,002 | $2,199-8.9% | $2,721-26.4% | $2,654-24.6% |
| Participant deferral / active EE | $2,407 | $3,173-24.1% | $4,175-42.4% | $4,375-45.0% |
| Admin fee / account holder | $230 | $855-73.1% | $5,349-95.7% | $834-72.4% |