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 | $56,809 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $6,044 |
Filed as: EMPOWER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,772 | $50,982-33.8% | $154,803-78.2% | $85,563-60.5% |
| Participation rate | 64.5% | 59.8%+4.7pp | 78.1%-13.6pp | 66.0%-1.5pp |
| Annual return | 12.53% | 30.35%-17.8pp | 58.88%-46.4pp | 31.51%-19.0pp |
| Employer contribution / active EE | $1,182 | $1,708-30.8% | $4,305-72.6% | $2,654-55.5% |
| Participant deferral / active EE | $2,152 | $2,474-13.0% | $5,540-61.2% | $4,375-50.8% |
| Admin fee / account holder | $206 | $846-75.6% | $14,329-98.6% | $834-75.3% |