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 7-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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,251 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,238 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,617 | $104,475-41.0% | $159,436-61.4% | $79,386-22.4% |
| Participation rate | 69.7% | 76.6%-7.0pp | 82.8%-13.2pp | 70.7%-1.1pp |
| Annual return | 22.94% | 67.95%-45.0pp | 263.57%-240.6pp | 116.85%-93.9pp |
| Employer contribution / active EE | $3,202 | $3,417-6.3% | $4,829-33.7% | $2,427+31.9% |
| Participant deferral / active EE | $7,017 | $6,467+8.5% | $7,352-4.6% | $4,046+73.4% |
| Admin fee / account holder | $578 | $711-18.7% | $10,799-94.6% | $626-7.7% |