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 |
|---|---|---|
Service code 15 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $145,367 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,265 | $81,908-11.8% | $90,749-20.4% | $64,808+11.5% |
| Participation rate | 98.9% | 80.5%+18.5pp | 75.7%+23.2pp | 71.5%+27.5pp |
| Annual return | -13.86% | -12.53%-1.3pp | -12.16%-1.7pp | 32.82%-46.7pp |
| Employer contribution / active EE | $1,262 | $3,065-58.8% | $2,921-56.8% | $2,506-49.6% |
| Participant deferral / active EE | $3,655 | $4,840-24.5% | $4,564-19.9% | $4,310-15.2% |
| Admin fee / account holder | $112 | $157-28.7% | $8,445-98.7% | $188-40.3% |