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 5-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 |
|---|---|---|
INSPERITY RETIREMENT SERVICES1+ years Service code 15 · EIN 56-2375265 | Recordkeeping | $464 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES Service code 16 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Consulting | $428 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,893 | $43,133-35.3% | $89,391-68.8% | $73,488-62.0% |
| Participation rate | 83.4% | 55.0%+28.5pp | 68.0%+15.5pp | 70.7%+12.8pp |
| Annual return | 0.00% | 135.66%-135.7pp | 245.62%-245.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,878 | $1,438+30.6% | $2,586-27.4% | $2,270-17.3% |
| Participant deferral / active EE | $5,835 | $2,445+138.7% | $3,890+50.0% | $3,740+56.0% |
| Admin fee / account holder | $5 | $444-98.9% | $4,881-99.9% | $513-99.0% |