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 |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $3,167 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,740 | $60,165+175.5% | $74,183+123.4% | $55,167+200.4% |
| Participation rate | 93.4% | 74.2%+19.3pp | 76.6%+16.8pp | 69.0%+24.5pp |
| Annual return | 5.91% | 10.00%-4.1pp | 17.74%-11.8pp | 169.23%-163.3pp |
| Employer contribution / active EE | $8,784 | $1,600+449.1% | $2,370+270.6% | $1,963+347.6% |
| Participant deferral / active EE | $6,547 | $2,973+120.2% | $3,550+84.4% | $3,054+114.4% |
| Admin fee / account holder | $34 | $419-91.9% | $5,586-99.4% | $504-93.3% |