See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,559 |
Filed as: NEW YORK LIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $10,539 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,419 | $59,097-9.6% | $82,389-35.2% | $74,304-28.1% |
| Participation rate | 93.3% | 52.8%+40.5pp | 69.5%+23.7pp | 60.3%+32.9pp |
| Annual return | 13.95% | 22.85%-8.9pp | 28.67%-14.7pp | 29.43%-15.5pp |
| Employer contribution / active EE | $3,373 | $1,601+110.7% | $2,517+34.0% | $2,241+50.5% |
| Participant deferral / active EE | $7,521 | $2,775+171.0% | $4,155+81.0% | $3,767+99.6% |
| Admin fee / account holder | $129 | $4,489-97.1% | $7,231-98.2% | $2,969-95.7% |