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 01-0233346 | Recordkeeping | $23,007 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 | Advisory (Participants) | $1,811 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,791 | $55,725-87.8% | $54,726-87.6% | $55,725-87.8% |
| Participation rate | 83.2% | 70.9%+12.3pp | 79.1%+4.1pp | 70.9%+12.3pp |
| Annual return | -16.13% | 244.93%-261.1pp | -4.56%-11.6pp | 244.93%-261.1pp |
| Employer contribution / active EE | $1,904 | $2,078-8.4% | $3,449-44.8% | $2,078-8.4% |
| Participant deferral / active EE | $1,370 | $3,356-59.2% | $3,953-65.3% | $3,356-59.2% |
| Admin fee / account holder | $191 | $115+65.8% | $3,818-95.0% | $115+65.8% |