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 | $80,872 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $9,369 |
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 | $26,117 | $50,815-48.6% | $155,509-83.2% | $77,643-66.4% |
| Participation rate | 96.5% | 63.1%+33.4pp | 78.2%+18.3pp | 70.6%+25.9pp |
| Annual return | 13.67% | 34.80%-21.1pp | 64.67%-51.0pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,242 | $1,993-37.7% | $4,672-73.4% | $2,726-54.4% |
| Participant deferral / active EE | $3,209 | $2,822+13.7% | $5,626-43.0% | $4,647-31.0% |
| Admin fee / account holder | $155 | $437-64.4% | $15,912-99.0% | $430-63.9% |