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 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02112 | Recordkeeping | $9,277 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $3,094 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,325 | $89,436-75.0% | $164,813-86.5% | $77,643-71.2% |
| Participation rate | 91.1% | 78.6%+12.4pp | 78.6%+12.4pp | 70.6%+20.5pp |
| Annual return | 14.40% | 28.83%-14.4pp | 69.93%-55.5pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,103 | $2,569-57.0% | $4,341-74.6% | $2,726-59.5% |
| Participant deferral / active EE | $2,275 | $4,897-53.5% | $6,031-62.3% | $4,647-51.0% |
| Admin fee / account holder | $193 | $339-43.2% | $12,690-98.5% | $430-55.2% |