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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $620 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $156 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,870 | $60,892-77.2% | $82,389-83.2% | $84,808-83.6% |
| Participation rate | 97.8% | 63.3%+34.6pp | 69.5%+28.3pp | 68.3%+29.5pp |
| Annual return | 0.00% | 37.29%-37.3pp | 28.67%-28.7pp | 40.90%-40.9pp |
| Employer contribution / active EE | $3,522 | $1,779+98.0% | $2,517+39.9% | $2,631+33.9% |
| Participant deferral / active EE | $5,448 | $3,179+71.4% | $4,155+31.1% | $4,212+29.4% |
| Admin fee / account holder | $102 | $5,467-98.1% | $7,231-98.6% | $7,344-98.6% |