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: WILSHIRE ASSOCIATES INC Service code 16 · EIN 95-2755361 1299 OCEAN AVENUE, SUITE 700 · SANTA MONICA, CA 90401 | Consulting | $50,745 |
T ROWE PRICE RPS INC9 years Filed as: T. ROWE PRICE RPS INC Service code 37 · EIN 52-1309931 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $12,895 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,151 | $45,031+393.3% | $84,966+161.5% | $77,643+186.1% |
| Participation rate | 92.5% | 48.7%+43.8pp | 67.5%+25.0pp | 70.6%+22.0pp |
| Annual return | 14.03% | 79.22%-65.2pp | 66.38%-52.4pp | 31.24%-17.2pp |
| Employer contribution / active EE | $7,455 | $1,609+363.3% | $2,727+173.4% | $2,726+173.5% |
| Participant deferral / active EE | $11,536 | $2,807+310.9% | $4,519+155.3% | $4,647+148.2% |
| Admin fee / account holder | $163 | $912-82.1% | $6,149-97.4% | $430-62.2% |