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 6400 SHERIDAN DR. #220 · WILLIAMSVILLE, NY 14221 | Recordkeeping | $11,438 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $408 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,514 | $71,192-45.9% | $117,854-67.3% | $62,292-38.2% |
| Participation rate | 29.4% | 74.2%-44.8pp | 79.7%-50.2pp | 69.5%-40.1pp |
| Annual return | 19.87% | 18.66%+1.2pp | 335.08%-315.2pp | 28.90%-9.0pp |
| Employer contribution / active EE | $680 | $1,934-64.8% | $3,786-82.0% | $2,042-66.7% |
| Participant deferral / active EE | $1,669 | $3,189-47.7% | $4,482-62.8% | $3,169-47.3% |
| Admin fee / account holder | $10 | $587-98.3% | $8,020-99.9% | $479-97.9% |