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 | $2,553 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,804 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,202 | $63,114-26.8% | $92,893-50.3% | $65,185-29.1% |
| Participation rate | 97.8% | 68.8%+29.0pp | 76.0%+21.8pp | 70.2%+27.6pp |
| Annual return | 21.39% | 28.75%-7.4pp | 109.41%-88.0pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,342 | $2,571-47.8% | $3,653-63.3% | $2,177-38.3% |
| Participant deferral / active EE | $3,917 | $3,108+26.0% | $4,236-7.5% | $3,514+11.5% |
| Admin fee / account holder | $256 | $624-59.0% | $5,794-95.6% | $847-69.8% |