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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,002 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,322 |
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 | $46,553 | $84,487-44.9% | $125,339-62.9% | $66,914-30.4% |
| Participation rate | 84.3% | 76.4%+7.9pp | 82.4%+1.9pp | 69.8%+14.5pp |
| Annual return | -17.24% | -8.39%-8.9pp | 572.05%-589.3pp | 1.58%-18.8pp |
| Employer contribution / active EE | $27 | $3,553-99.2% | $4,814-99.4% | $2,544-99.0% |
| Participant deferral / active EE | $6,178 | $6,781-8.9% | $7,446-17.0% | $4,237+45.8% |
| Admin fee / account holder | $483 | $685-29.5% | $10,010-95.2% | $593-18.6% |