Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES, INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $750 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $528 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,527 | $55,472-43.2% | $155,567-79.7% | $74,546-57.7% |
| Participation rate | 95.8% | 61.9%+33.9pp | 78.2%+17.6pp | 67.2%+28.6pp |
| Annual return | 12.70% | 268.72%-256.0pp | 64.74%-52.0pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $4,093 | $2,269+80.4% | $4,674-12.4% | $2,624+56.0% |
| Participant deferral / active EE | $6,008 | $2,838+111.7% | $5,628+6.8% | $4,347+38.2% |
| Admin fee / account holder | $159 | $1,743-90.9% | $15,916-99.0% | $1,944-91.8% |