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.
| Provider | Service type | Compensation |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES Service code 16 | Consulting | $79 |
INSPERITY RETIREMENT SERVICES1+ years Service code 15 | Recordkeeping | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,677 | $54,517-73.1% | $75,972-80.7% | $74,495-80.3% |
| Participation rate | 58.6% | 60.3%-1.7pp | 69.1%-10.5pp | 67.2%-8.6pp |
| Annual return | 0.00% | 31.82%-31.8pp | 359.55%-359.5pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $650 | $1,777-63.4% | $2,685-75.8% | $2,623-75.2% |
| Participant deferral / active EE | $1,406 | $3,066-54.1% | $4,255-67.0% | $4,346-67.6% |
| Admin fee / account holder | $1 | $2,229-99.9% | $6,467-100.0% | $1,942-99.9% |