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 | $125,160 |
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 | $85,791 | $84,784+1.2% | $98,439-12.8% | $74,419+15.3% |
| Participation rate | 98.4% | 81.5%+16.8pp | 75.2%+23.2pp | 70.7%+27.6pp |
| Annual return | 16.98% | 20.59%-3.6pp | 21.16%-4.2pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,291 | $3,364-61.6% | $3,048-57.6% | $2,637-51.0% |
| Participant deferral / active EE | $4,118 | $5,218-21.1% | $4,738-13.1% | $4,528-9.1% |
| Admin fee / account holder | $117 | $204-43.0% | $8,948-98.7% | $348-66.5% |