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 9-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 01-0233346 | Recordkeeping | $2,232 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $958 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,980 | $59,417-47.9% | $93,606-66.9% | $74,495-58.4% |
| Participation rate | 56.7% | 59.7%-3.0pp | 68.7%-12.1pp | 67.2%-10.5pp |
| Annual return | 17.65% | 81.83%-64.2pp | 133.20%-115.5pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $857 | $1,264-32.2% | $2,420-64.6% | $2,623-67.3% |
| Participant deferral / active EE | $3,314 | $3,050+8.7% | $4,411-24.9% | $4,346-23.7% |
| Admin fee / account holder | $289 | $3,021-90.4% | $8,285-96.5% | $1,942-85.1% |