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 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $3,454 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,236 | $84,487+9.2% | $125,339-26.4% | $66,914+37.8% |
| Participation rate | 44.8% | 76.4%-31.6pp | 82.4%-37.6pp | 69.8%-25.0pp |
| Annual return | -17.89% | -8.39%-9.5pp | 572.05%-589.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $829 | $3,553-76.7% | $4,814-82.8% | $2,544-67.4% |
| Participant deferral / active EE | $5,038 | $6,781-25.7% | $7,446-32.3% | $4,237+18.9% |
| Admin fee / account holder | $201 | $685-70.6% | $10,010-98.0% | $593-66.1% |