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) | $3,225 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,306 | $99,957-2.7% | $149,696-35.0% | $73,488+32.4% |
| Participation rate | 49.4% | 75.7%-26.3pp | 82.5%-33.1pp | 70.7%-21.3pp |
| Annual return | 19.97% | 53.87%-33.9pp | 276.60%-256.6pp | 28.51%-8.5pp |
| Employer contribution / active EE | $799 | $3,191-75.0% | $4,644-82.8% | $2,270-64.8% |
| Participant deferral / active EE | $4,636 | $6,073-23.7% | $6,842-32.2% | $3,740+24.0% |
| Admin fee / account holder | $192 | $551-65.1% | $9,309-97.9% | $513-62.5% |