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 | $32,680 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $4,416 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,241 | $50,982-11.3% | $154,803-70.8% | $85,563-47.1% |
| Participation rate | 51.9% | 59.8%-7.9pp | 78.1%-26.1pp | 66.0%-14.0pp |
| Annual return | 9.20% | 30.35%-21.2pp | 58.88%-49.7pp | 31.51%-22.3pp |
| Employer contribution / active EE | $841 | $1,708-50.8% | $4,305-80.5% | $2,654-68.3% |
| Participant deferral / active EE | $2,144 | $2,474-13.3% | $5,540-61.3% | $4,375-51.0% |
| Admin fee / account holder | $211 | $846-75.1% | $14,329-98.5% | $834-74.7% |