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 | $3,997 |
INSPERITY RETIREMENT SERVICES4+ years Service code 15 · EIN 56-2375265 19001 CRESCENT SPRINGS DR · KINGWOOD, TX 77339 | Recordkeeping | $1,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,655 | $65,061+13.2% | $143,757-48.8% | $66,914+10.1% |
| Participation rate | 63.6% | 65.2%-1.6pp | 80.3%-16.7pp | 69.8%-6.2pp |
| Annual return | -14.80% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $2,612 | $2,361+10.7% | $4,951-47.2% | $2,544+2.7% |
| Participant deferral / active EE | $5,371 | $2,919+84.0% | $5,637-4.7% | $4,237+26.8% |
| Admin fee / account holder | $51 | $502-89.8% | $14,673-99.7% | $593-91.4% |