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 | $547 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $458 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,683 | $84,487-76.7% | $125,339-84.3% | $66,914-70.6% |
| Participation rate | 63.6% | 76.4%-12.8pp | 82.4%-18.7pp | 69.8%-6.2pp |
| Annual return | -14.51% | -8.39%-6.1pp | 572.05%-586.6pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,562 | $3,553-27.9% | $4,814-46.8% | $2,544+0.7% |
| Participant deferral / active EE | $5,582 | $6,781-17.7% | $7,446-25.0% | $4,237+31.7% |
| Admin fee / account holder | $218 | $685-68.2% | $10,010-97.8% | $593-63.3% |