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 6-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 | $549 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,932 | $64,119-84.5% | $112,228-91.1% | $66,914-85.2% |
| Participation rate | 48.2% | 68.5%-20.3pp | 75.1%-26.9pp | 69.8%-21.6pp |
| Annual return | -19.99% | -13.81%-6.2pp | 27.45%-47.4pp | 1.58%-21.6pp |
| Employer contribution / active EE | $908 | $3,005-69.8% | $3,635-75.0% | $2,544-64.3% |
| Participant deferral / active EE | $2,507 | $3,693-32.1% | $4,728-47.0% | $4,237-40.8% |
| Admin fee / account holder | $123 | $625-80.3% | $6,410-98.1% | $593-79.3% |