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 5-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 |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $319 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $205 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,295 | $99,957-76.7% | $149,696-84.4% | $73,488-68.3% |
| Participation rate | 93.5% | 75.7%+17.8pp | 82.5%+11.0pp | 70.7%+22.8pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.60%-276.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $3,598 | $3,191+12.8% | $4,644-22.5% | $2,270+58.5% |
| Participant deferral / active EE | $10,079 | $6,073+66.0% | $6,842+47.3% | $3,740+169.5% |
| Admin fee / account holder | $81 | $551-85.3% | $9,309-99.1% | $513-84.2% |