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 8-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 15 · EIN 01-0233346 | Recordkeeping | $552 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,674 | $104,475-80.2% | $159,436-87.0% | $79,386-74.0% |
| Participation rate | 62.2% | 76.6%-14.4pp | 82.8%-20.6pp | 70.7%-8.5pp |
| Annual return | 34.49% | 67.95%-33.5pp | 263.57%-229.1pp | 116.85%-82.4pp |
| Employer contribution / active EE | $2,258 | $3,417-33.9% | $4,829-53.3% | $2,427-7.0% |
| Participant deferral / active EE | $5,026 | $6,467-22.3% | $7,352-31.6% | $4,046+24.2% |
| Admin fee / account holder | $237 | $711-66.7% | $10,799-97.8% | $626-62.2% |