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 | $13,435 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,728 |
Filed as: WILSHIRE COMPANY Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $1,084 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,106 | $101,317-77.2% | $146,958-84.3% | $74,495-69.0% |
| Participation rate | 72.8% | 75.5%-2.7pp | 82.2%-9.3pp | 67.2%+5.6pp |
| Annual return | 18.17% | 8730.91%-8712.7pp | 418.34%-400.2pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $978 | $3,810-74.3% | $4,933-80.2% | $2,623-62.7% |
| Participant deferral / active EE | $2,557 | $7,303-65.0% | $8,070-68.3% | $4,346-41.2% |
| Admin fee / account holder | $104 | $1,739-94.0% | $12,998-99.2% | $1,942-94.7% |