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 P.O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,667 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,793 | $88,083+20.1% | $164,813-35.8% | $74,495+42.0% |
| Participation rate | 52.8% | 73.0%-20.3pp | 78.6%-25.8pp | 67.2%-14.4pp |
| Annual return | 14.21% | 17.26%-3.0pp | 69.93%-55.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,218 | $2,593-14.5% | $4,341-48.9% | $2,623-15.5% |
| Participant deferral / active EE | $4,606 | $4,498+2.4% | $6,031-23.6% | $4,346+6.0% |
| Admin fee / account holder | $95 | $2,234-95.7% | $12,690-99.3% | $1,942-95.1% |