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 | $0 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,787 | $48,795-63.5% | $65,493-72.8% | $84,808-79.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 16.76% | 20.20%-3.4pp | 982.45%-965.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,368 | $1,930-29.1% | $2,574-46.9% | $2,631-48.0% |
| Participant deferral / active EE | $1,098 | $2,928-62.5% | $3,961-72.3% | $4,212-73.9% |
| Admin fee / account holder | $50 | $3,877-98.7% | $5,028-99.0% | $7,344-99.3% |