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 | Consulting | $4,328 |
INSPERITY RETIREMENT SERVICES5+ years Service code 15 · EIN 56-2375265 | Recordkeeping | $2,613 |
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 | $76,051 | $61,272+24.1% | $149,673-49.2% | $71,457+6.4% |
| Participation rate | 56.7% | 62.5%-5.8pp | 78.8%-22.1pp | 67.9%-11.2pp |
| Annual return | 16.73% | 35.85%-19.1pp | 134.42%-117.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $2,064 | $2,378-13.2% | $4,818-57.2% | $2,588-20.2% |
| Participant deferral / active EE | $4,133 | $2,917+41.7% | $5,680-27.2% | $4,289-3.6% |
| Admin fee / account holder | $61 | $1,261-95.2% | $13,210-99.5% | $1,587-96.2% |