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 | $1,662 |
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 | $39,015 | $59,417-34.3% | $93,606-58.3% | $74,495-47.6% |
| Participation rate | 95.6% | 59.7%+36.0pp | 68.7%+26.9pp | 67.2%+28.4pp |
| Annual return | 14.06% | 81.83%-67.8pp | 133.20%-119.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,169 | $1,264+71.7% | $2,420-10.4% | $2,623-17.3% |
| Participant deferral / active EE | $3,285 | $3,050+7.7% | $4,411-25.5% | $4,346-24.4% |
| Admin fee / account holder | $236 | $3,021-92.2% | $8,285-97.1% | $1,942-87.8% |