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 8-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 | $2,010 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,036 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,120 | $101,317-63.4% | $146,958-74.7% | $74,495-50.2% |
| Participation rate | 68.6% | 75.5%-7.0pp | 82.2%-13.6pp | 67.2%+1.4pp |
| Annual return | 21.80% | 8730.91%-8709.1pp | 418.34%-396.5pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $3,794 | $3,810-0.4% | $4,933-23.1% | $2,623+44.6% |
| Participant deferral / active EE | $9,086 | $7,303+24.4% | $8,070+12.6% | $4,346+109.1% |
| Admin fee / account holder | $404 | $1,739-76.8% | $12,998-96.9% | $1,942-79.2% |