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 | $296 |
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 | $4,378 | $34,934-87.5% | $56,411-92.2% | $74,495-94.1% |
| Participation rate | 90.2% | 32.8%+57.4pp | 52.5%+37.8pp | 67.2%+23.0pp |
| Annual return | 14.72% | 25.94%-11.2pp | 1701.33%-1686.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $908 | $609+49.1% | $1,039-12.5% | $2,623-65.4% |
| Participant deferral / active EE | $813 | $1,170-30.5% | $1,952-58.3% | $4,346-81.3% |
| Admin fee / account holder | $22 | $2,364-99.1% | $2,829-99.2% | $1,942-98.9% |