Unlock peer percentile detail for $4.99 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 INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES, INC. (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $2,547 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,042 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,793 | $55,472+150.2% | $155,567-10.8% | $74,546+86.2% |
| Participation rate | 78.3% | 61.9%+16.4pp | 78.2%+0.1pp | 67.2%+11.1pp |
| Annual return | 29.02% | 268.72%-239.7pp | 64.74%-35.7pp | 1366.03%-1337.0pp |
| Employer contribution / active EE | $1,803 | $2,269-20.5% | $4,674-61.4% | $2,624-31.3% |
| Participant deferral / active EE | $4,535 | $2,838+59.8% | $5,628-19.4% | $4,347+4.3% |
| Admin fee / account holder | $405 | $1,743-76.7% | $15,916-97.5% | $1,944-79.2% |