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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,545 |
Filed as: WILSHIRE ASSOCIATES INC (U.S.A.) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $4,585 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,584 | $52,293-33.9% | $178,490-80.6% | $73,409-52.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 18.12% | 34.75%-16.6pp | 151.07%-133.0pp | 59.29%-41.2pp |
| Employer contribution / active EE | $7,520 | $1,735+333.4% | $5,011+50.1% | $2,234+236.7% |
| Participant deferral / active EE | $4,485 | $2,332+92.3% | $5,202-13.8% | $3,805+17.9% |
| Admin fee / account holder | $20 | $127-84.3% | $13,984-99.9% | $158-87.3% |