See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,492 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,052 | $72,254-1.7% | $86,677-18.0% | $64,808+9.6% |
| Participation rate | 90.1% | 80.4%+9.6pp | 76.6%+13.5pp | 71.5%+18.6pp |
| Annual return | -16.08% | 392.42%-408.5pp | 35.91%-52.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,425 | $2,393+1.3% | $2,836-14.5% | $2,506-3.2% |
| Participant deferral / active EE | $7,436 | $4,658+59.6% | $4,656+59.7% | $4,310+72.5% |
| Admin fee / account holder | $265 | $174+52.3% | $7,493-96.5% | $188+41.1% |