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) | $3,053 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,282 |
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 | $53,558 | $80,724-33.7% | $103,333-48.2% | $74,495-28.1% |
| Participation rate | 95.9% | 65.7%+30.2pp | 74.5%+21.4pp | 67.2%+28.7pp |
| Annual return | 14.95% | 27.56%-12.6pp | 24.88%-9.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,007 | $3,157-36.4% | $3,868-48.1% | $2,623-23.5% |
| Participant deferral / active EE | $5,386 | $3,860+39.5% | $5,057+6.5% | $4,346+23.9% |
| Admin fee / account holder | $241 | $2,368-89.8% | $8,355-97.1% | $1,942-87.6% |