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) | $2,414 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,501 |
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 | $45,332 | $64,119-29.3% | $112,228-59.6% | $66,914-32.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -16.47% | -13.81%-2.7pp | 27.45%-43.9pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,838 | $3,005-38.8% | $3,635-49.4% | $2,544-27.7% |
| Participant deferral / active EE | $4,630 | $3,693+25.4% | $4,728-2.1% | $4,237+9.3% |
| Admin fee / account holder | $240 | $625-61.6% | $6,410-96.3% | $593-59.5% |