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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,156 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $10,393 |
Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,532 | $26,549+33.8% | $61,373-42.1% | $66,914-46.9% |
| Participation rate | 46.0% | 38.1%+7.9pp | 52.6%-6.6pp | 69.8%-23.8pp |
| Annual return | -15.40% | -16.21%+0.8pp | 338.61%-354.0pp | 1.58%-17.0pp |
| Employer contribution / active EE | $491 | $651-24.6% | $1,159-57.6% | $2,544-80.7% |
| Participant deferral / active EE | $1,534 | $1,338+14.6% | $2,125-27.8% | $4,237-63.8% |
| Admin fee / account holder | $192 | $409-52.9% | $2,130-91.0% | $593-67.6% |