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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES Service code 16 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Consulting | $4,472 |
Service code 15 · EIN 56-2375265 | Recordkeeping | $3,902 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,898 | $78,926+25.3% | $136,749-27.7% | $84,808+16.6% |
| Participation rate | 86.1% | 62.2%+23.9pp | 72.1%+13.9pp | 68.3%+17.8pp |
| Annual return | 16.50% | 18.17%-1.7pp | 24.33%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,843 | $2,134+80.1% | $3,400+13.1% | $2,631+46.1% |
| Participant deferral / active EE | $8,204 | $3,168+158.9% | $4,692+74.8% | $4,212+94.8% |
| Admin fee / account holder | $80 | $6,369-98.7% | $11,386-99.3% | $7,344-98.9% |