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 5-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 | $19,269 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $2,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,822 | $80,717-55.6% | $154,803-76.9% | $84,808-57.8% |
| Participation rate | 60.0% | 66.8%-6.8pp | 78.1%-18.1pp | 68.3%-8.3pp |
| Annual return | 14.02% | 37.96%-23.9pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $517 | $2,761-81.3% | $4,305-88.0% | $2,631-80.3% |
| Participant deferral / active EE | $1,895 | $3,303-42.6% | $5,540-65.8% | $4,212-55.0% |
| Admin fee / account holder | $193 | $6,746-97.1% | $14,329-98.7% | $7,344-97.4% |