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) | $3,255 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $918 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,508 | $65,061+86.8% | $143,757-15.5% | $66,914+81.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.97% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $6,397 | $2,361+171.0% | $4,951+29.2% | $2,544+151.5% |
| Participant deferral / active EE | $3,673 | $2,919+25.8% | $5,637-34.8% | $4,237-13.3% |
| Admin fee / account holder | $621 | $502+23.8% | $14,673-95.8% | $593+4.7% |