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 | $11,857 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,055 | $61,272-75.4% | $149,673-89.9% | $71,457-78.9% |
| Participation rate | 47.9% | 62.5%-14.6pp | 78.8%-30.9pp | 67.9%-20.0pp |
| Annual return | 16.91% | 35.85%-18.9pp | 134.42%-117.5pp | 28.85%-11.9pp |
| Employer contribution / active EE | $1,008 | $2,378-57.6% | $4,818-79.1% | $2,588-61.1% |
| Participant deferral / active EE | $1,201 | $2,917-58.8% | $5,680-78.9% | $4,289-72.0% |
| Admin fee / account holder | $123 | $1,261-90.3% | $13,210-99.1% | $1,587-92.3% |