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 | $3,754 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,522 |
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 | $45,863 | $30,086+52.4% | $61,373-25.3% | $64,808-29.2% |
| Participation rate | 37.3% | 36.4%+1.0pp | 52.6%-15.2pp | 71.5%-34.1pp |
| Annual return | -18.45% | -13.99%-4.5pp | 338.61%-357.1pp | 32.82%-51.3pp |
| Employer contribution / active EE | $650 | $536+21.2% | $1,159-44.0% | $2,506-74.1% |
| Participant deferral / active EE | $1,706 | $1,126+51.5% | $2,125-19.7% | $4,310-60.4% |
| Admin fee / account holder | $232 | $148+56.9% | $2,130-89.1% | $188+23.7% |