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 10-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 | $112,541 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $9,139 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,750 | $50,982-59.3% | $154,803-86.6% | $85,563-75.7% |
| Participation rate | 79.4% | 59.8%+19.6pp | 78.1%+1.3pp | 66.0%+13.4pp |
| Annual return | 15.90% | 30.35%-14.5pp | 58.88%-43.0pp | 31.51%-15.6pp |
| Employer contribution / active EE | $1,130 | $1,708-33.9% | $4,305-73.8% | $2,654-57.4% |
| Participant deferral / active EE | $1,758 | $2,474-28.9% | $5,540-68.3% | $4,375-59.8% |
| Admin fee / account holder | $130 | $846-84.7% | $14,329-99.1% | $834-84.4% |