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) | $15,455 |
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,084 | $53,165-43.4% | $86,188-65.1% | $74,419-59.6% |
| Participation rate | 48.7% | 64.9%-16.2pp | 69.0%-20.3pp | 70.7%-22.0pp |
| Annual return | 15.94% | 22.64%-6.7pp | 1168.45%-1152.5pp | 34.38%-18.4pp |
| Employer contribution / active EE | $240 | $1,210-80.1% | $2,380-89.9% | $2,637-90.9% |
| Participant deferral / active EE | $1,395 | $3,234-56.9% | $3,985-65.0% | $4,528-69.2% |
| Admin fee / account holder | $188 | $551-65.9% | $6,852-97.3% | $348-45.9% |