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 | $77,751 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $9,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,618 | $92,055-3.7% | $106,213-16.6% | $77,643+14.1% |
| Participation rate | 62.7% | 81.0%-18.3pp | 75.3%-12.6pp | 70.6%-7.9pp |
| Annual return | 12.80% | 17.91%-5.1pp | 116.14%-103.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,791 | $3,367-46.8% | $3,171-43.5% | $2,726-34.3% |
| Participant deferral / active EE | $2,675 | $5,386-50.3% | $5,016-46.7% | $4,647-42.4% |
| Admin fee / account holder | $402 | $219+83.6% | $11,033-96.4% | $430-6.6% |