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 | $10,789 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,185 | $65,061-81.3% | $143,757-91.5% | $66,914-81.8% |
| Participation rate | 50.8% | 65.2%-14.4pp | 80.3%-29.5pp | 69.8%-19.0pp |
| Annual return | -14.32% | -11.14%-3.2pp | -0.04%-14.3pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,055 | $2,361-55.3% | $4,951-78.7% | $2,544-58.5% |
| Participant deferral / active EE | $1,282 | $2,919-56.1% | $5,637-77.3% | $4,237-69.7% |
| Admin fee / account holder | $94 | $502-81.2% | $14,673-99.4% | $593-84.1% |