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 10-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 | $55,966 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $5,954 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,787 | $58,778-81.6% | $129,207-91.7% | $77,643-86.1% |
| Participation rate | 88.5% | 59.2%+29.2pp | 69.6%+18.9pp | 70.6%+17.9pp |
| Annual return | 13.35% | 24.73%-11.4pp | 9417.33%-9404.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,768 | $1,952-9.4% | $4,153-57.4% | $2,726-35.1% |
| Participant deferral / active EE | $2,441 | $3,212-24.0% | $4,168-41.4% | $4,647-47.5% |
| Admin fee / account holder | $54 | $589-90.8% | $7,715-99.3% | $430-87.4% |