See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,371 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $958 |
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 | $128,819 | $332,085-61.2% | $149,673-13.9% | - |
| Participation rate | 100.0% | 60.9%+39.1pp | 78.8%+21.2pp | - |
| Annual return | 13.71% | 51.04%-37.3pp | 134.42%-120.7pp | - |
| Employer contribution / active EE | $7,257 | $2,795+159.6% | $4,818+50.6% | - |
| Participant deferral / active EE | $4,833 | $2,947+64.0% | $5,680-14.9% | - |
| Admin fee / account holder | $625 | $47,995-98.7% | $13,210-95.3% | - |