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 | $109,881-69.6% | $150,045-77.8% | $84,808-60.7% |
| Participation rate | 93.9% | 76.1%+17.9pp | 82.3%+11.6pp | 68.3%+25.6pp |
| Annual return | 14.94% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,774 | $3,561-50.2% | $4,693-62.2% | $2,631-32.6% |
| Participant deferral / active EE | $3,215 | $6,636-51.6% | $7,997-59.8% | $4,212-23.7% |
| Admin fee / account holder | $189 | $8,568-97.8% | $13,435-98.6% | $7,344-97.4% |