Filed December 20, 2024
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 | $32,324 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,367 | $48,750-48.0% | $88,946-71.5% | $74,304-65.9% |
| Participation rate | 93.9% | 44.5%+49.4pp | 68.8%+25.0pp | 60.3%+33.5pp |
| Annual return | 22.36% | 25.91%-3.5pp | 57.82%-35.5pp | 29.43%-7.1pp |
| Employer contribution / active EE | $1,320 | $1,255+5.2% | $2,555-48.3% | $2,241-41.1% |
| Participant deferral / active EE | $2,208 | $2,423-8.9% | $4,581-51.8% | $3,767-41.4% |
| Admin fee / account holder | $186 | $3,756-95.1% | $8,261-97.8% | $2,969-93.7% |