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 10-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 | $40,952 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $5,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,499 | $80,724-53.5% | $103,333-63.7% | $74,495-49.7% |
| Participation rate | 81.9% | 65.7%+16.3pp | 74.5%+7.4pp | 67.2%+14.7pp |
| Annual return | 16.87% | 27.56%-10.7pp | 24.88%-8.0pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $1,219 | $3,157-61.4% | $3,868-68.5% | $2,623-53.5% |
| Participant deferral / active EE | $6,907 | $3,860+78.9% | $5,057+36.6% | $4,346+58.9% |
| Admin fee / account holder | $218 | $2,368-90.8% | $8,355-97.4% | $1,942-88.8% |