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 | $15,123 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,708 | $50,982-61.3% | $154,803-87.3% | $85,563-77.0% |
| Participation rate | 33.0% | 59.8%-26.8pp | 78.1%-45.1pp | 66.0%-33.0pp |
| Annual return | 17.16% | 30.35%-13.2pp | 58.88%-41.7pp | 31.51%-14.4pp |
| Employer contribution / active EE | $450 | $1,708-73.7% | $4,305-89.6% | $2,654-83.0% |
| Participant deferral / active EE | $698 | $2,474-71.8% | $5,540-87.4% | $4,375-84.1% |
| Admin fee / account holder | $139 | $846-83.6% | $14,329-99.0% | $834-83.4% |