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 10-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 |
|---|---|---|
Filed as: 9258 WEALTH MANAGEMENT, LLC Service code 26 · EIN 82-2359200 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,437 | $64,286-55.8% | $90,951-68.7% | $73,409-61.3% |
| Participation rate | 48.6% | 63.6%-15.0pp | 69.0%-20.4pp | 72.2%-23.6pp |
| Annual return | 16.32% | 21.45%-5.1pp | 134.60%-118.3pp | 59.29%-43.0pp |
| Employer contribution / active EE | $234 | $895-73.9% | $2,122-89.0% | $2,234-89.5% |
| Participant deferral / active EE | $1,247 | $2,453-49.2% | $3,373-63.0% | $3,805-67.2% |
| Admin fee / account holder | $194 | $287-32.6% | $5,959-96.8% | $158+22.6% |