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 | $14,111 |
Filed as: WILSHIRE ASSOCIATES INC (U.S.A.) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $6,891 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,961 | $47,126-2.5% | $149,673-69.3% | $74,419-38.2% |
| Participation rate | 99.7% | 63.4%+36.3pp | 78.8%+20.9pp | 70.7%+29.0pp |
| Annual return | 18.98% | 22.75%-3.8pp | 134.42%-115.4pp | 34.38%-15.4pp |
| Employer contribution / active EE | $8,162 | $1,905+328.3% | $4,818+69.4% | $2,637+209.5% |
| Participant deferral / active EE | $6,919 | $2,728+153.6% | $5,680+21.8% | $4,528+52.8% |
| Admin fee / account holder | $31 | $343-90.9% | $13,210-99.8% | $348-91.1% |