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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,964 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,494 | $80,724-41.2% | $103,333-54.0% | $74,495-36.2% |
| Participation rate | 53.6% | 65.7%-12.1pp | 74.5%-20.9pp | 67.2%-13.6pp |
| Annual return | 12.84% | 27.56%-14.7pp | 24.88%-12.0pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $51 | $3,157-98.4% | $3,868-98.7% | $2,623-98.1% |
| Participant deferral / active EE | $3,652 | $3,860-5.4% | $5,057-27.8% | $4,346-16.0% |
| Admin fee / account holder | $396 | $2,368-83.3% | $8,355-95.3% | $1,942-79.6% |