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 | $24,101 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 | Advisory (Participants) | $1,840 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,997 | $42,990-81.4% | $61,048-86.9% | $67,579-88.2% |
| Participation rate | 88.8% | 72.4%+16.4pp | 79.3%+9.5pp | 71.3%+17.5pp |
| Annual return | 15.77% | 23.20%-7.4pp | 26.18%-10.4pp | 378.56%-362.8pp |
| Employer contribution / active EE | $2,054 | $1,969+4.3% | $3,716-44.7% | $2,148-4.4% |
| Participant deferral / active EE | $1,533 | $2,496-38.6% | $4,470-65.7% | $3,539-56.7% |
| Admin fee / account holder | $153 | $109+39.4% | $3,728-95.9% | $142+7.2% |