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 | $828 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $27 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,099 | $69,763-78.4% | $67,502-77.6% | $74,495-79.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 13.56% | -40.34%+53.9pp | 3512.12%-3498.6pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,121 | $2,704-58.5% | $2,731-58.9% | $2,623-57.3% |
| Participant deferral / active EE | $658 | $3,636-81.9% | $4,000-83.6% | $4,346-84.9% |
| Admin fee / account holder | $29 | $896-96.8% | $3,998-99.3% | $1,942-98.5% |