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 8-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 |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 26 | Advisory (Participants) | $226 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $140 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES Service code 15 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,095 | $53,901-36.7% | $134,143-74.6% | $73,488-53.6% |
| Participation rate | 27.9% | 62.8%-35.0pp | 72.2%-44.3pp | 70.7%-42.8pp |
| Annual return | 17.23% | 15.82%+1.4pp | 36.33%-19.1pp | 28.51%-11.3pp |
| Employer contribution / active EE | $244 | $1,458-83.3% | $3,704-93.4% | $2,270-89.3% |
| Participant deferral / active EE | $1,538 | $2,739-43.9% | $3,499-56.0% | $3,740-58.9% |
| Admin fee / account holder | $219 | $581-62.3% | $6,684-96.7% | $513-57.3% |