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 13 · EIN 42-0127290 | Contract Administrator | $107,868 |
TI TRUST SERVICES4 years Service code 21 · EIN 20-1171923 | Bank Trustee | $0 |
Filed as: WILSHIRE ASSOCIATED INCORPORATED Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,877 | $106,236-34.2% | $112,228-37.7% | $64,808+7.8% |
| Participation rate | 83.2% | 71.7%+11.6pp | 75.1%+8.2pp | 71.5%+11.8pp |
| Annual return | -1.53% | -6.02%+4.5pp | 27.45%-29.0pp | 32.82%-34.4pp |
| Employer contribution / active EE | $6,368 | $3,166+101.1% | $3,635+75.2% | $2,506+154.1% |
| Participant deferral / active EE | $2,381 | $3,785-37.1% | $4,728-49.6% | $4,310-44.8% |
| Admin fee / account holder | $86 | $452-80.9% | $6,410-98.7% | $188-54.2% |