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 INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES Service code 16 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Consulting | $7,877 |
INSPERITY RETIREMENT SERVICES3+ years Service code 15 · EIN 56-2375265 | Recordkeeping | $2,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,418 | $95,274-24.0% | $135,903-46.7% | $74,419-2.7% |
| Participation rate | 85.4% | 78.2%+7.2pp | 81.9%+3.5pp | 70.7%+14.7pp |
| Annual return | 44.65% | 32.77%+11.9pp | 68.23%-23.6pp | 34.38%+10.3pp |
| Employer contribution / active EE | $7,856 | $3,874+102.8% | $4,856+61.8% | $2,637+197.9% |
| Participant deferral / active EE | $15,901 | $7,782+104.3% | $7,758+105.0% | $4,528+251.2% |
| Admin fee / account holder | $27 | $266-89.9% | $10,762-99.7% | $348-92.3% |