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 | $17,449 |
Filed as: WILSHIRE ASSOCIATES INC (U.S.A.) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $8,472 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,812 | $50,815+5.9% | $155,509-65.4% | $77,643-30.7% |
| Participation rate | 99.7% | 63.1%+36.6pp | 78.2%+21.5pp | 70.6%+29.1pp |
| Annual return | 14.37% | 34.80%-20.4pp | 64.67%-50.3pp | 31.24%-16.9pp |
| Employer contribution / active EE | $8,327 | $1,993+317.9% | $4,672+78.2% | $2,726+205.5% |
| Participant deferral / active EE | $7,549 | $2,822+167.5% | $5,626+34.2% | $4,647+62.4% |
| Admin fee / account holder | $38 | $437-91.4% | $15,912-99.8% | $430-91.3% |