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 10-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 | $79,803 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $3,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,133 | $50,815+8.5% | $155,509-64.5% | $77,643-29.0% |
| Participation rate | 69.0% | 63.1%+5.9pp | 78.2%-9.2pp | 70.6%-1.5pp |
| Annual return | 8.98% | 34.80%-25.8pp | 64.67%-55.7pp | 31.24%-22.3pp |
| Employer contribution / active EE | $1,151 | $1,993-42.3% | $4,672-75.4% | $2,726-57.8% |
| Participant deferral / active EE | $4,182 | $2,822+48.2% | $5,626-25.7% | $4,647-10.0% |
| Admin fee / account holder | $268 | $437-38.5% | $15,912-98.3% | $430-37.6% |