See peer percentile detail with Solo.
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 4-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 |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES Service code 16 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Consulting | $4,853 |
INSPERITY RETIREMENT SERVICES2+ years Service code 15 · EIN 56-2375265 | Recordkeeping | $988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,218 | $84,487-35.8% | $125,339-56.7% | $66,914-19.0% |
| Participation rate | 79.7% | 76.4%+3.3pp | 82.4%-2.6pp | 69.8%+9.9pp |
| Annual return | -10.96% | -8.39%-2.6pp | 572.05%-583.0pp | 1.58%-12.5pp |
| Employer contribution / active EE | $5,584 | $3,553+57.2% | $4,814+16.0% | $2,544+119.5% |
| Participant deferral / active EE | $11,369 | $6,781+67.7% | $7,446+52.7% | $4,237+168.3% |
| Admin fee / account holder | $26 | $685-96.1% | $10,010-99.7% | $593-95.5% |