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 INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $5,712 |
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 | $48,350 | $29,548+63.6% | $56,411-14.3% | $77,643-37.7% |
| Participation rate | 20.9% | 32.7%-11.7pp | 52.5%-31.5pp | 70.6%-49.6pp |
| Annual return | 15.44% | 19.01%-3.6pp | 1701.33%-1685.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $413 | $568-27.2% | $1,039-60.2% | $2,726-84.9% |
| Participant deferral / active EE | $715 | $1,061-32.6% | $1,952-63.4% | $4,647-84.6% |
| Admin fee / account holder | $328 | $1,046-68.6% | $2,829-88.4% | $430-23.7% |