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) | $2,612 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,807 |
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 | $52,458 | $76,670-31.6% | $96,683-45.7% | $71,457-26.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 19.86% | 48.29%-28.4pp | 35.69%-15.8pp | 28.85%-9.0pp |
| Employer contribution / active EE | $1,636 | $3,031-46.0% | $3,737-56.2% | $2,588-36.8% |
| Participant deferral / active EE | $4,614 | $3,771+22.4% | $4,878-5.4% | $4,289+7.6% |
| Admin fee / account holder | $223 | $2,028-89.0% | $6,730-96.7% | $1,587-85.9% |