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: WISHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,780 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $475 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,788 | $93,182+152.0% | $146,665+60.1% | $79,386+195.8% |
| Participation rate | 21.3% | 76.4%-55.2pp | 80.1%-58.8pp | 70.7%-49.4pp |
| Annual return | 17.06% | 21.61%-4.6pp | 22.74%-5.7pp | 116.85%-99.8pp |
| Employer contribution / active EE | $5,537 | $2,420+128.8% | $4,136+33.9% | $2,427+128.1% |
| Participant deferral / active EE | $2,714 | $4,169-34.9% | $5,506-50.7% | $4,046-32.9% |
| Admin fee / account holder | $935 | $585+59.9% | $10,280-90.9% | $626+49.3% |