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 | $5,992 |
INSPERITY RETIREMENT SERVICES6+ years Service code 15 · EIN 56-2375265 | Recordkeeping | $2,625 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,060 | $55,415+73.3% | $155,509-38.2% | $74,495+28.9% |
| Participation rate | 59.9% | 61.9%-2.0pp | 78.2%-18.3pp | 67.2%-7.3pp |
| Annual return | 14.04% | 268.50%-254.5pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,675 | $2,267+18.0% | $4,672-42.8% | $2,623+2.0% |
| Participant deferral / active EE | $5,815 | $2,836+105.0% | $5,626+3.3% | $4,346+33.8% |
| Admin fee / account holder | $67 | $1,738-96.2% | $15,912-99.6% | $1,942-96.6% |