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 ASSOCIATS INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $6,441 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,832 | $89,436-6.3% | $164,813-49.1% | $77,643+8.0% |
| Participation rate | 90.1% | 78.6%+11.5pp | 78.6%+11.5pp | 70.6%+19.6pp |
| Annual return | 15.90% | 28.83%-12.9pp | 69.93%-54.0pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,954 | $2,569+15.0% | $4,341-32.0% | $2,726+8.4% |
| Participant deferral / active EE | $4,763 | $4,897-2.7% | $6,031-21.0% | $4,647+2.5% |
| Admin fee / account holder | $356 | $339+4.9% | $12,690-97.2% | $430-17.3% |