Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 15 · EIN 01-0233346 | Recordkeeping | $2,906 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,379 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,421 | $55,472-37.9% | $155,567-77.9% | $74,546-53.8% |
| Participation rate | 94.7% | 61.9%+32.8pp | 78.2%+16.5pp | 67.2%+27.5pp |
| Annual return | 15.49% | 268.72%-253.2pp | 64.74%-49.2pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $2,630 | $2,269+15.9% | $4,674-43.7% | $2,624+0.2% |
| Participant deferral / active EE | $5,255 | $2,838+85.2% | $5,628-6.6% | $4,347+20.9% |
| Admin fee / account holder | $269 | $1,743-84.6% | $15,916-98.3% | $1,944-86.2% |