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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 7-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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $22,551 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,485 | $54,573-62.5% | $90,951-77.5% | $73,488-72.1% |
| Participation rate | 55.7% | 61.2%-5.5pp | 69.0%-13.4pp | 70.7%-15.0pp |
| Annual return | 19.06% | 16.69%+2.4pp | 134.60%-115.5pp | 28.51%-9.5pp |
| Employer contribution / active EE | $1,875 | $991+89.2% | $2,122-11.6% | $2,270-17.4% |
| Participant deferral / active EE | $3,258 | $2,517+29.5% | $3,373-3.4% | $3,740-12.9% |
| Admin fee / account holder | $247 | $521-52.6% | $5,959-95.8% | $513-51.8% |