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 | $2,400 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,500 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,911 | $82,917-15.7% | $103,333-32.3% | $77,643-10.0% |
| Participation rate | 56.8% | 71.6%-14.8pp | 74.5%-17.7pp | 70.6%-13.8pp |
| Annual return | 10.81% | 19.13%-8.3pp | 24.88%-14.1pp | 31.24%-20.4pp |
| Employer contribution / active EE | $1,044 | $3,552-70.6% | $3,868-73.0% | $2,726-61.7% |
| Participant deferral / active EE | $3,271 | $4,108-20.4% | $5,057-35.3% | $4,647-29.6% |
| Admin fee / account holder | $452 | $638-29.2% | $8,355-94.6% | $430+5.0% |