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 | $73,249 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $7,792 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,784 | $47,126-45.3% | $149,673-82.8% | $74,419-65.4% |
| Participation rate | 97.8% | 63.4%+34.4pp | 78.8%+19.0pp | 70.7%+27.0pp |
| Annual return | 15.46% | 22.75%-7.3pp | 134.42%-119.0pp | 34.38%-18.9pp |
| Employer contribution / active EE | $1,252 | $1,905-34.3% | $4,818-74.0% | $2,637-52.5% |
| Participant deferral / active EE | $3,113 | $2,728+14.1% | $5,680-45.2% | $4,528-31.3% |
| Admin fee / account holder | $165 | $343-51.9% | $13,210-98.8% | $348-52.7% |