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 9-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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,232 |
Filed as: WILSHIRE ASSOCIATION INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $878 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,052 | $55,415-27.7% | $155,509-74.2% | $74,495-46.2% |
| Participation rate | 55.3% | 61.9%-6.6pp | 78.2%-22.8pp | 67.2%-11.9pp |
| Annual return | 13.09% | 268.50%-255.4pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,440 | $2,267-36.5% | $4,672-69.2% | $2,623-45.1% |
| Participant deferral / active EE | $2,772 | $2,836-2.2% | $5,626-50.7% | $4,346-36.2% |
| Admin fee / account holder | $323 | $1,738-81.4% | $15,912-98.0% | $1,942-83.4% |