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 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,144 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $880 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,525 | $73,360-50.2% | $177,989-79.5% | $74,495-51.0% |
| Participation rate | 81.3% | 66.6%+14.7pp | 77.1%+4.2pp | 67.2%+14.1pp |
| Annual return | 13.11% | 17.49%-4.4pp | 294.48%-281.4pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,689 | $2,216-23.8% | $3,949-57.2% | $2,623-35.6% |
| Participant deferral / active EE | $3,184 | $4,513-29.5% | $6,276-49.3% | $4,346-26.7% |
| Admin fee / account holder | $277 | $1,808-84.7% | $10,363-97.3% | $1,942-85.8% |