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 |
|---|---|---|
BUSINESS-OWNER STRATEGIES2 years Service code 26 · EIN 81-3832142 | Advisory (Participants) | $2,870 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,870 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,964 | $65,561-49.7% | $91,541-64.0% | $74,304-55.6% |
| Participation rate | 77.9% | 56.6%+21.3pp | 69.8%+8.1pp | 60.3%+17.5pp |
| Annual return | 18.86% | 17.68%+1.2pp | 20.50%-1.6pp | 29.43%-10.6pp |
| Employer contribution / active EE | $1,995 | $1,717+16.2% | $2,505-20.4% | $2,241-11.0% |
| Participant deferral / active EE | $3,885 | $2,918+33.1% | $4,008-3.1% | $3,767+3.1% |
| Admin fee / account holder | $54 | $3,333-98.4% | $6,956-99.2% | $2,969-98.2% |