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 15 · EIN 01-0233346 | Recordkeeping | $732 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $714 |
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 | $88,308 | $47,977+84.1% | $154,107-42.7% | $56,287+56.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.55% | 3.54%-10.1pp | 735.12%-741.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $7,192 | $2,169+231.6% | $5,298+35.8% | $2,111+240.7% |
| Participant deferral / active EE | $2,931 | $2,392+22.6% | $5,081-42.3% | $3,350-12.5% |
| Admin fee / account holder | $234 | $438-46.6% | $13,411-98.3% | $521-55.1% |