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 8-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 |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,009 | $37,196-86.5% | $154,107-96.7% | $55,725-91.0% |
| Participation rate | 7.8% | 64.1%-56.3pp | 83.0%-75.2pp | 70.9%-63.0pp |
| Annual return | 24.46% | 1319.68%-1295.2pp | 735.12%-710.7pp | 244.93%-220.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $250 | $2,068-87.9% | $5,081-95.1% | $3,356-92.6% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |