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 6-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 | Recordkeeping | $2,302 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $478 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,986 | $60,261-86.7% | $81,783-90.2% | $74,546-89.3% |
| Participation rate | 76.4% | 62.9%+13.6pp | 72.4%+4.1pp | 67.2%+9.2pp |
| Annual return | 13.90% | 16.88%-3.0pp | 775.05%-761.2pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $2,118 | $2,622-19.2% | $2,913-27.3% | $2,624-19.3% |
| Participant deferral / active EE | $2,807 | $3,388-17.1% | $4,320-35.0% | $4,347-35.4% |
| Admin fee / account holder | $107 | $1,482-92.8% | $7,380-98.5% | $1,944-94.5% |