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 |
|---|---|---|
Filed as: WISHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,679 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $525 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,358 | $81,474-25.9% | $133,956-54.9% | $73,488-17.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 12.38% | 19.40%-7.0pp | 45.09%-32.7pp | 28.51%-16.1pp |
| Employer contribution / active EE | $3,726 | $2,209+68.6% | $3,919-4.9% | $2,270+64.1% |
| Participant deferral / active EE | $2,190 | $3,786-42.2% | $5,048-56.6% | $3,740-41.4% |
| Admin fee / account holder | $266 | $713-62.7% | $8,927-97.0% | $513-48.1% |