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 | $6,381 |
INSPERITY RETIREMENT SERVICES7+ years Service code 15 · EIN 56-2375265 | Recordkeeping | $3,850 |
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 | $99,926 | $49,915+100.2% | $154,803-35.4% | $74,304+34.5% |
| Participation rate | 63.7% | 54.0%+9.7pp | 78.1%-14.4pp | 60.3%+3.3pp |
| Annual return | 15.32% | 34.06%-18.7pp | 58.88%-43.6pp | 29.43%-14.1pp |
| Employer contribution / active EE | $2,880 | $1,611+78.7% | $4,305-33.1% | $2,241+28.5% |
| Participant deferral / active EE | $6,584 | $2,255+192.0% | $5,540+18.8% | $3,767+74.8% |
| Admin fee / account holder | $75 | $2,189-96.6% | $14,329-99.5% | $2,969-97.5% |