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 9-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 | $16,384 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Plan) | $1,743 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,936 | $50,815+10.1% | $155,509-64.0% | $77,643-28.0% |
| Participation rate | 50.1% | 63.1%-13.0pp | 78.2%-28.1pp | 70.6%-20.5pp |
| Annual return | 13.85% | 34.80%-21.0pp | 64.67%-50.8pp | 31.24%-17.4pp |
| Employer contribution / active EE | $347 | $1,993-82.6% | $4,672-92.6% | $2,726-87.3% |
| Participant deferral / active EE | $2,353 | $2,822-16.6% | $5,626-58.2% | $4,647-49.4% |
| Admin fee / account holder | $159 | $437-63.5% | $15,912-99.0% | $430-63.0% |