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 Service code 26 · EIN 95-2755361 | Advisory (Participants) | $33,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,176 | $81,460+8.2% | $103,333-14.7% | $80,856+9.1% |
| Participation rate | 89.1% | 66.8%+22.3pp | 74.5%+14.6pp | 67.6%+21.5pp |
| Annual return | 11.34% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,498 | $3,105-51.7% | $3,868-61.3% | $2,755-45.6% |
| Participant deferral / active EE | $7,751 | $3,869+100.4% | $5,057+53.3% | $4,296+80.4% |
| Admin fee / account holder | $278 | $6,566-95.8% | $8,355-96.7% | $6,918-96.0% |