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 56-2375265 | Recordkeeping | $7,051 |
Filed as: WILSHIRE ASSOCIATES Service code 16 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Consulting | $5,190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,696 | $44,960-45.1% | $84,966-70.9% | $74,495-66.8% |
| Participation rate | 99.6% | 49.4%+50.2pp | 67.5%+32.1pp | 67.2%+32.4pp |
| Annual return | 15.16% | 26.24%-11.1pp | 66.38%-51.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,986 | $1,457+104.9% | $2,727+9.5% | $2,623+13.8% |
| Participant deferral / active EE | $5,702 | $2,731+108.8% | $4,519+26.2% | $4,346+31.2% |
| Admin fee / account holder | $30 | $2,209-98.6% | $6,149-99.5% | $1,942-98.5% |