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 (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVE #600 · SANTA MONICA, CA 90401 | Advisory (Participants) | $2,217 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $474 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,722 | $95,803+40.6% | $113,168+19.0% | $84,808+58.9% |
| Participation rate | 96.3% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+27.9pp |
| Annual return | 13.30% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,206 | $2,360-6.5% | $2,975-25.8% | $2,631-16.1% |
| Participant deferral / active EE | $4,826 | $4,242+13.8% | $5,107-5.5% | $4,212+14.6% |
| Admin fee / account holder | $16 | $8,989-99.8% | $12,068-99.9% | $7,344-99.8% |