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 | $2,896 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,174 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,465 | $29,369+75.2% | $77,482-33.6% | $73,409-29.9% |
| Participation rate | 44.7% | 37.9%+6.8pp | 54.2%-9.5pp | 72.2%-27.4pp |
| Annual return | 19.05% | 358.15%-339.1pp | 54.79%-35.7pp | 59.29%-40.2pp |
| Employer contribution / active EE | $798 | $406+96.6% | $986-19.1% | $2,234-64.3% |
| Participant deferral / active EE | $1,791 | $941+90.4% | $1,861-3.7% | $3,805-52.9% |
| Admin fee / account holder | $14 | $123-88.9% | $2,858-99.5% | $158-91.4% |