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 | $15,443 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $702 |
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 | $19,637 | $55,415-64.6% | $155,509-87.4% | $74,495-73.6% |
| Participation rate | 52.4% | 61.9%-9.5pp | 78.2%-25.8pp | 67.2%-14.8pp |
| Annual return | 21.05% | 268.50%-247.4pp | 64.67%-43.6pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $1,239 | $2,267-45.3% | $4,672-73.5% | $2,623-52.8% |
| Participant deferral / active EE | $1,453 | $2,836-48.8% | $5,626-74.2% | $4,346-66.6% |
| Admin fee / account holder | $124 | $1,738-92.9% | $15,912-99.2% | $1,942-93.6% |