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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,502 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,061 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,763 | $88,083+4.2% | $164,813-44.3% | $74,495+23.2% |
| Participation rate | 60.5% | 73.0%-12.6pp | 78.6%-18.1pp | 67.2%-6.7pp |
| Annual return | 17.43% | 17.26%+0.2pp | 69.93%-52.5pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $1,906 | $2,593-26.5% | $4,341-56.1% | $2,623-27.3% |
| Participant deferral / active EE | $5,133 | $4,498+14.1% | $6,031-14.9% | $4,346+18.1% |
| Admin fee / account holder | $741 | $2,234-66.8% | $12,690-94.2% | $1,942-61.9% |