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 7-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 · EIN 13-3646501 | Recordkeeping | $56,308 |
Filed as: WILSHIRE ASSOCIATES INC (NY) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,418 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,166 | $60,323-50.0% | $81,812-63.1% | $74,495-59.5% |
| Participation rate | 99.5% | 62.9%+36.7pp | 72.3%+27.2pp | 67.2%+32.3pp |
| Annual return | 14.40% | 16.90%-2.5pp | 773.79%-759.4pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $6,242 | $2,620+138.2% | $2,912+114.3% | $2,623+138.0% |
| Participant deferral / active EE | $4,364 | $3,387+28.8% | $4,319+1.1% | $4,346+0.4% |
| Admin fee / account holder | $230 | $1,486-84.5% | $7,386-96.9% | $1,942-88.1% |