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 59-3033722 | Recordkeeping | $2,175 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $675 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,569 | $106,236-50.5% | $112,228-53.2% | $64,808-18.9% |
| Participation rate | 64.0% | 71.7%-7.7pp | 75.1%-11.1pp | 71.5%-7.5pp |
| Annual return | -15.84% | -6.02%-9.8pp | 27.45%-43.3pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,071 | $3,166-66.2% | $3,635-70.5% | $2,506-57.2% |
| Participant deferral / active EE | $3,392 | $3,785-10.4% | $4,728-28.3% | $4,310-21.3% |
| Admin fee / account holder | $389 | $452-13.8% | $6,410-93.9% | $188+107.3% |