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 9-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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $6,473 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,615 | $73,404+3.0% | $87,100-13.2% | $67,579+11.9% |
| Participation rate | 85.8% | 80.9%+4.9pp | 76.9%+8.9pp | 71.3%+14.5pp |
| Annual return | 2.79% | 48.29%-45.5pp | 28.19%-25.4pp | 378.56%-375.8pp |
| Employer contribution / active EE | $280 | $2,014-86.1% | $2,521-88.9% | $2,148-87.0% |
| Participant deferral / active EE | $4,276 | $3,913+9.3% | $4,049+5.6% | $3,539+20.8% |
| Admin fee / account holder | $336 | $142+137.6% | $7,497-95.5% | $142+136.5% |