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 | $20,527 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $2,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,868 | $55,415-26.3% | $155,509-73.7% | $74,495-45.1% |
| Participation rate | 61.6% | 61.9%-0.3pp | 78.2%-16.6pp | 67.2%-5.6pp |
| Annual return | 12.99% | 268.50%-255.5pp | 64.67%-51.7pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $1,242 | $2,267-45.2% | $4,672-73.4% | $2,623-52.6% |
| Participant deferral / active EE | $1,786 | $2,836-37.0% | $5,626-68.3% | $4,346-58.9% |
| Admin fee / account holder | $192 | $1,738-88.9% | $15,912-98.8% | $1,942-90.1% |