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 7-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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,750 |
Service code 26 · EIN 81-3832142 | Advisory (Participants) | $2,296 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,946 | $66,457-62.5% | $81,382-69.3% | $77,643-67.9% |
| Participation rate | 67.2% | 68.7%-1.6pp | 69.5%-2.3pp | 70.6%-3.4pp |
| Annual return | 15.62% | 15.93%-0.3pp | 24.73%-9.1pp | 31.24%-15.6pp |
| Employer contribution / active EE | $1,522 | $2,159-29.5% | $2,463-38.2% | $2,726-44.2% |
| Participant deferral / active EE | $2,916 | $3,679-20.7% | $3,883-24.9% | $4,647-37.3% |
| Admin fee / account holder | $64 | $583-89.1% | $5,768-98.9% | $430-85.2% |