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 | $50,883 |
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 PO BOX 2208 · WACO, TX 76703 | Recordkeeping | $6,855 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $5,623 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,660 | $50,815-65.2% | $155,509-88.6% | $77,643-77.3% |
| Participation rate | 76.8% | 63.1%+13.7pp | 78.2%-1.4pp | 70.6%+6.2pp |
| Annual return | 52.67% | 34.80%+17.9pp | 64.67%-12.0pp | 31.24%+21.4pp |
| Employer contribution / active EE | $979 | $1,993-50.9% | $4,672-79.0% | $2,726-64.1% |
| Participant deferral / active EE | $1,496 | $2,822-47.0% | $5,626-73.4% | $4,647-67.8% |
| Admin fee / account holder | $111 | $437-74.6% | $15,912-99.3% | $430-74.2% |