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 | $1,191 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $707 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,198 | $54,590-20.9% | $81,930-47.3% | $73,488-41.2% |
| Participation rate | 24.6% | 68.3%-43.7pp | 72.0%-47.4pp | 70.7%-46.1pp |
| Annual return | 18.00% | 17.74%+0.3pp | 29.49%-11.5pp | 28.51%-10.5pp |
| Employer contribution / active EE | $216 | $1,636-86.8% | $4,310-95.0% | $2,270-90.5% |
| Participant deferral / active EE | $1,265 | $2,759-54.1% | $7,107-82.2% | $3,740-66.2% |
| Admin fee / account holder | $256 | $592-56.7% | $5,158-95.0% | $513-50.1% |