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(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,630 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,247 | $100,801-19.4% | $149,696-45.7% | $73,409+10.7% |
| Participation rate | 67.3% | 77.7%-10.4pp | 82.5%-15.2pp | 72.2%-4.9pp |
| Annual return | 28.87% | 265.34%-236.5pp | 276.60%-247.7pp | 59.29%-30.4pp |
| Employer contribution / active EE | $2,354 | $3,312-28.9% | $4,644-49.3% | $2,234+5.4% |
| Participant deferral / active EE | $4,893 | $6,404-23.6% | $6,842-28.5% | $3,805+28.6% |
| Admin fee / account holder | $407 | $181+125.2% | $9,309-95.6% | $158+157.8% |