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 INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,094 |
Service code 15 · EIN 13-5570651 | Recordkeeping | $1,075 |
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 | $145,273 | $59,186+145.5% | $76,768+89.2% | $56,287+158.1% |
| Participation rate | 93.8% | 75.2%+18.5pp | 77.0%+16.8pp | 69.9%+23.9pp |
| Annual return | -4.94% | 6.62%-11.6pp | 2.43%-7.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $7,291 | $1,759+314.6% | $2,485+193.4% | $2,111+245.4% |
| Participant deferral / active EE | $6,678 | $3,255+105.2% | $3,852+73.4% | $3,350+99.4% |
| Admin fee / account holder | $66 | $489-86.6% | $6,675-99.0% | $521-87.4% |