See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,263 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $127 |
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 | $16,810 | $51,576-67.4% | $129,207-87.0% | $80,856-79.2% |
| Participation rate | 57.6% | 57.0%+0.7pp | 69.6%-12.0pp | 67.6%-10.0pp |
| Annual return | 20.07% | 20.81%-0.7pp | 9417.33%-9397.3pp | 35.59%-15.5pp |
| Employer contribution / active EE | $1,586 | $1,584+0.1% | $4,153-61.8% | $2,755-42.4% |
| Participant deferral / active EE | $1,736 | $2,669-34.9% | $4,168-58.3% | $4,296-59.6% |
| Admin fee / account holder | $367 | $4,305-91.5% | $7,715-95.2% | $6,918-94.7% |