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 | $12,599 |
Filed as: WILSHIRE ASSOCIATES INC (U.S.A.) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $6,173 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,200 | $46,292-17.5% | $143,757-73.4% | $64,808-41.1% |
| Participation rate | 99.7% | 64.2%+35.5pp | 80.3%+19.4pp | 71.5%+28.3pp |
| Annual return | -15.02% | -10.05%-5.0pp | -0.04%-15.0pp | 32.82%-47.8pp |
| Employer contribution / active EE | $8,109 | $1,910+324.6% | $4,951+63.8% | $2,506+223.6% |
| Participant deferral / active EE | $6,027 | $2,646+127.8% | $5,637+6.9% | $4,310+39.8% |
| Admin fee / account holder | $29 | $154-81.2% | $14,673-99.8% | $188-84.6% |