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 27 · EIN 46-4790922 | Advisory (Plan) | $10,238 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,783 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $116,710 | $65,041+79.4% | $90,951+28.3% | $79,858+46.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 22.57% | 30.45%-7.9pp | 134.60%-112.0pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,618 | $1,247+29.7% | $2,122-23.7% | $2,471-34.5% |
| Participant deferral / active EE | $6,911 | $2,512+175.1% | $3,373+104.9% | $3,740+84.8% |
| Admin fee / account holder | $120 | $4,536-97.4% | $5,959-98.0% | $5,306-97.7% |