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 INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $666 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,270 | $71,516-64.7% | $98,439-74.3% | $71,457-64.6% |
| Participation rate | 49.0% | 72.7%-23.7pp | 75.2%-26.2pp | 67.9%-18.9pp |
| Annual return | 29.40% | 32.41%-3.0pp | 21.16%+8.2pp | 28.85%+0.6pp |
| Employer contribution / active EE | $1,066 | $2,399-55.6% | $3,048-65.0% | $2,588-58.8% |
| Participant deferral / active EE | $2,373 | $4,109-42.2% | $4,738-49.9% | $4,289-44.7% |
| Admin fee / account holder | $283 | $1,675-83.1% | $8,948-96.8% | $1,587-82.2% |