See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,990 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,612 | $76,050-24.2% | $96,544-40.3% | $71,457-19.4% |
| Participation rate | 75.9% | 74.4%+1.5pp | 76.0%0pp | 67.9%+8.0pp |
| Annual return | 14.67% | 22.81%-8.1pp | 25.84%-11.2pp | 28.85%-14.2pp |
| Employer contribution / active EE | $4,031 | $2,244+79.6% | $2,965+36.0% | $2,588+55.8% |
| Participant deferral / active EE | $3,011 | $4,215-28.6% | $4,851-37.9% | $4,289-29.8% |
| Admin fee / account holder | $354 | $2,707-86.9% | $8,252-95.7% | $1,587-77.7% |