See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,831 | $106,028-6.8% | $146,958-32.7% | $77,643+27.3% |
| Participation rate | 77.3% | 78.4%-1.1pp | 82.2%-4.9pp | 70.6%+6.7pp |
| Annual return | 14.52% | 56.73%-42.2pp | 418.34%-403.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $4,519 | $4,063+11.2% | $4,933-8.4% | $2,726+65.8% |
| Participant deferral / active EE | $8,236 | $7,990+3.1% | $8,070+2.1% | $4,647+77.2% |
| Admin fee / account holder | $435 | $337+28.9% | $12,998-96.7% | $430+1.1% |