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) | $2,613 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $866 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,829 | $58,879+103.5% | $178,490-32.9% | $73,488+63.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.15% | 24.86%-11.7pp | 151.07%-137.9pp | 28.51%-15.4pp |
| Employer contribution / active EE | $7,695 | $2,236+244.1% | $5,011+53.6% | $2,270+239.0% |
| Participant deferral / active EE | $2,949 | $2,567+14.9% | $5,202-43.3% | $3,740-21.1% |
| Admin fee / account holder | $639 | $400+59.7% | $13,984-95.4% | $513+24.6% |