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 | $9,655 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $6,646 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,404 | $101,763+46.8% | $164,866-9.4% | $80,874+84.7% |
| Participation rate | 71.8% | 71.8%0pp | 78.6%-6.8pp | 67.6%+4.1pp |
| Annual return | 16.60% | 16.73%-0.1pp | 69.97%-53.4pp | 35.62%-19.0pp |
| Employer contribution / active EE | $3,576 | $2,954+21.1% | $4,343-17.6% | $2,756+29.8% |
| Participant deferral / active EE | $8,354 | $4,477+86.6% | $6,033+38.5% | $4,297+94.4% |
| Admin fee / account holder | $103 | $8,228-98.8% | $12,689-99.2% | $6,935-98.5% |