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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,822 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,888 | $25,302+73.5% | $74,701-41.2% | $67,579-35.1% |
| Participation rate | 36.5% | 37.8%-1.3pp | 54.5%-17.9pp | 71.3%-34.8pp |
| Annual return | 24.42% | 10291.17%-10266.7pp | 752.92%-728.5pp | 378.56%-354.1pp |
| Employer contribution / active EE | $704 | $446+57.7% | $1,084-35.0% | $2,148-67.2% |
| Participant deferral / active EE | $1,385 | $954+45.1% | $1,964-29.5% | $3,539-60.9% |
| Admin fee / account holder | $224 | $108+108.1% | $3,333-93.3% | $142+57.4% |