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 01-0233346 | Recordkeeping | $4,234 |
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,607 |
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 | $44,825 | $79,013-43.3% | $100,391-55.3% | $74,495-39.8% |
| Participation rate | 91.8% | 79.5%+12.4pp | 81.5%+10.4pp | 67.2%+24.6pp |
| Annual return | 12.17% | 20.41%-8.2pp | 49.20%-37.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,271 | $3,021-24.8% | $3,942-42.4% | $2,623-13.4% |
| Participant deferral / active EE | $4,834 | $7,760-37.7% | $8,082-40.2% | $4,346+11.2% |
| Admin fee / account holder | $238 | $1,320-82.0% | $7,899-97.0% | $1,942-87.8% |