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 7-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: WILSHIRE ASSOCIATES Service code 16 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Consulting | $3,927 |
INSPERITY RETIREMENT SERVICES3+ years Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Recordkeeping | $1,607 |
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 | $93,876 | $61,156+53.5% | $185,823-49.5% | $79,386+18.3% |
| Participation rate | 45.6% | 66.6%-21.0pp | 81.7%-36.1pp | 70.7%-25.1pp |
| Annual return | 14.40% | 19.45%-5.0pp | 122.05%-107.7pp | 116.85%-102.5pp |
| Employer contribution / active EE | $1,855 | $2,321-20.0% | $5,167-64.1% | $2,427-23.6% |
| Participant deferral / active EE | $3,728 | $2,789+33.7% | $5,568-33.0% | $4,046-7.8% |
| Admin fee / account holder | $59 | $710-91.6% | $16,237-99.6% | $626-90.5% |