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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,845 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,024 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,289 | $55,415-56.2% | $155,509-84.4% | $74,495-67.4% |
| Participation rate | 92.6% | 61.9%+30.7pp | 78.2%+14.4pp | 67.2%+25.4pp |
| Annual return | 23.59% | 268.50%-244.9pp | 64.67%-41.1pp | 1364.94%-1341.4pp |
| Employer contribution / active EE | $2,564 | $2,267+13.1% | $4,672-45.1% | $2,623-2.3% |
| Participant deferral / active EE | $6,776 | $2,836+138.9% | $5,626+20.4% | $4,346+55.9% |
| Admin fee / account holder | $190 | $1,738-89.0% | $15,912-98.8% | $1,942-90.2% |