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 Service code 16 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Consulting | $3,837 |
Service code 15 · EIN 56-2375265 | Recordkeeping | $2,808 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,161 | $68,547-6.4% | $120,354-46.7% | $80,856-20.6% |
| Participation rate | 81.4% | 61.6%+19.8pp | 71.9%+9.5pp | 67.6%+13.8pp |
| Annual return | 11.11% | 23.60%-12.5pp | 107.15%-96.0pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,667 | $2,051+78.8% | $3,463+5.9% | $2,755+33.1% |
| Participant deferral / active EE | $7,373 | $3,173+132.3% | $4,991+47.7% | $4,296+71.6% |
| Admin fee / account holder | $47 | $5,732-99.2% | $9,423-99.5% | $6,918-99.3% |