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 |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC(NY) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,413 | $41,647+13.8% | $96,139-50.7% | $86,799-45.4% |
| Participation rate | 21.3% | 50.2%-28.9pp | 68.4%-47.2pp | 72.3%-51.0pp |
| Annual return | 13.42% | 27.24%-13.8pp | 191.94%-178.5pp | 97.91%-84.5pp |
| Employer contribution / active EE | $323 | $1,318-75.5% | $2,797-88.5% | $2,405-86.6% |
| Participant deferral / active EE | $665 | $2,412-72.5% | $4,349-84.7% | $4,131-83.9% |
| Admin fee / account holder | $399 | $169+135.3% | $5,537-92.8% | $170+135.0% |