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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,551 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,504 |
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 | $57,351 | $77,660-26.2% | $109,143-47.5% | $79,386-27.8% |
| Participation rate | 94.9% | 67.8%+27.1pp | 75.9%+19.0pp | 70.7%+24.2pp |
| Annual return | 14.84% | 23.44%-8.6pp | 25.75%-10.9pp | 116.85%-102.0pp |
| Employer contribution / active EE | $1,628 | $2,797-41.8% | $3,722-56.3% | $2,427-32.9% |
| Participant deferral / active EE | $4,243 | $3,518+20.6% | $4,653-8.8% | $4,046+4.9% |
| Admin fee / account holder | $286 | $732-61.0% | $6,752-95.8% | $626-54.4% |