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 10-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 INC. (USA) Service code 15 · EIN 95-2755361 1299 OCEAN AVENUE #600 · SANTA MONICA, CA 90401 | Recordkeeping | $1,331 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,623 | $54,701-9.3% | $86,188-42.4% | $71,457-30.6% |
| Participation rate | 74.5% | 60.1%+14.4pp | 69.0%+5.6pp | 67.9%+6.6pp |
| Annual return | 20.14% | 20.06%+0.1pp | 1168.45%-1148.3pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,825 | $1,265+44.3% | $2,380-23.3% | $2,588-29.5% |
| Participant deferral / active EE | $3,105 | $3,108-0.1% | $3,985-22.1% | $4,289-27.6% |
| Admin fee / account holder | $279 | $1,922-85.5% | $6,852-95.9% | $1,587-82.4% |