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 | $1,575 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,025 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,796 | $92,971-33.5% | $96,683-36.1% | $74,419-17.0% |
| Participation rate | 55.1% | 71.5%-16.5pp | 74.3%-19.3pp | 70.7%-15.7pp |
| Annual return | 13.79% | 37.49%-23.7pp | 35.69%-21.9pp | 34.38%-20.6pp |
| Employer contribution / active EE | $904 | $3,426-73.6% | $3,737-75.8% | $2,637-65.7% |
| Participant deferral / active EE | $2,879 | $3,970-27.5% | $4,878-41.0% | $4,528-36.4% |
| Admin fee / account holder | $397 | $633-37.3% | $6,730-94.1% | $348+14.2% |