See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,702 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,023 |
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 | $48,493 | $29,548+64.1% | $56,411-14.0% | $77,643-37.5% |
| Participation rate | 37.8% | 32.7%+5.1pp | 52.5%-14.6pp | 70.6%-32.7pp |
| Annual return | 14.27% | 19.01%-4.7pp | 1701.33%-1687.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $735 | $568+29.4% | $1,039-29.3% | $2,726-73.0% |
| Participant deferral / active EE | $1,693 | $1,061+59.6% | $1,952-13.3% | $4,647-63.6% |
| Admin fee / account holder | $223 | $1,046-78.7% | $2,829-92.1% | $430-48.2% |