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 | $101,724+46.9% | $164,813-9.3% | $80,856+84.8% |
| Participation rate | 71.8% | 71.8%0pp | 78.6%-6.8pp | 67.6%+4.2pp |
| Annual return | 16.60% | 16.72%-0.1pp | 69.93%-53.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $3,576 | $2,953+21.1% | $4,341-17.6% | $2,755+29.8% |
| Participant deferral / active EE | $8,354 | $4,477+86.6% | $6,031+38.5% | $4,296+94.5% |
| Admin fee / account holder | $103 | $8,227-98.8% | $12,690-99.2% | $6,918-98.5% |