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 INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 1299 OCEAN AVENUE SUITE 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $77 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,436 | $46,966-67.1% | $185,117-91.7% | $69,631-77.8% |
| Participation rate | 8.0% | 65.3%-57.2pp | 77.3%-69.2pp | 70.7%-62.7pp |
| Annual return | 32.05% | 22.36%+9.7pp | 40.50%-8.4pp | 27571.02%-27539.0pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $4,182-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $481 | $3,017-84.0% | $5,045-90.5% | $3,224-85.1% |
| Admin fee / account holder | $256 | $94+173.3% | $8,159-96.9% | $110+132.2% |