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 | $2,154 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $293 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,367 | $106,749-68.7% | $145,433-77.1% | $82,448-59.5% |
| Participation rate | 93.9% | 75.6%+18.3pp | 82.1%+11.8pp | 68.1%+25.9pp |
| Annual return | 14.94% | 27.59%-12.7pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,774 | $3,444-48.5% | $4,554-61.1% | $2,551-30.5% |
| Participant deferral / active EE | $3,215 | $6,519-50.7% | $7,897-59.3% | $4,139-22.3% |
| Admin fee / account holder | $189 | $8,390-97.8% | $13,129-98.6% | $7,234-97.4% |