See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $4,894 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $280 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,841 | $100,923-32.8% | $150,045-54.8% | $74,304-8.7% |
| Participation rate | 86.4% | 70.1%+16.3pp | 82.3%+4.1pp | 60.3%+26.0pp |
| Annual return | 2.25% | 51.77%-49.5pp | 62.55%-60.3pp | 29.43%-27.2pp |
| Employer contribution / active EE | $2,656 | $3,463-23.3% | $4,693-43.4% | $2,241+18.5% |
| Participant deferral / active EE | $4,937 | $6,709-26.4% | $7,997-38.3% | $3,767+31.0% |
| Admin fee / account holder | $223 | $2,767-91.9% | $13,435-98.3% | $2,969-92.5% |