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) | $684 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $402 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,740 | $65,557-51.6% | $64,056-50.4% | $71,457-55.6% |
| Participation rate | 54.0% | 73.2%-19.2pp | 72.3%-18.3pp | 67.9%-13.9pp |
| Annual return | 15.86% | 18.94%-3.1pp | 33.69%-17.8pp | 28.85%-13.0pp |
| Employer contribution / active EE | $590 | $2,669-77.9% | $2,747-78.5% | $2,588-77.2% |
| Participant deferral / active EE | $1,917 | $3,626-47.1% | $3,880-50.6% | $4,289-55.3% |
| Admin fee / account holder | $20 | $616-96.8% | $3,068-99.4% | $1,587-98.8% |