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 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $591 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,345 | $65,322-38.2% | $70,449-42.7% | $73,488-45.1% |
| Participation rate | 41.5% | 77.0%-35.4pp | 75.1%-33.5pp | 70.7%-29.2pp |
| Annual return | 16.06% | 15.71%+0.3pp | 109.03%-93.0pp | 28.51%-12.5pp |
| Employer contribution / active EE | $446 | $2,460-81.9% | $2,737-83.7% | $2,270-80.3% |
| Participant deferral / active EE | $1,463 | $3,375-56.6% | $3,709-60.5% | $3,740-60.9% |
| Admin fee / account holder | $14 | $214-93.6% | $3,845-99.6% | $513-97.3% |