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 3-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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $139 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,350 | $27,839-88.0% | $58,482-94.3% | $71,457-95.3% |
| Participation rate | 97.4% | 34.5%+62.8pp | 50.9%+46.5pp | 67.9%+29.5pp |
| Annual return | 68.39% | 26.81%+41.6pp | 4239.32%-4170.9pp | 28.85%+39.5pp |
| Employer contribution / active EE | $1,461 | $631+131.6% | $1,053+38.7% | $2,588-43.5% |
| Participant deferral / active EE | $970 | $1,206-19.6% | $1,924-49.6% | $4,289-77.4% |
| Admin fee / account holder | $20 | $1,641-98.8% | $2,516-99.2% | $1,587-98.7% |