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 | $521 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,861 | $85,202-82.6% | $172,739-91.4% | $72,985-79.6% |
| Participation rate | 62.0% | 70.1%-8.0pp | 82.6%-20.6pp | 69.5%-7.5pp |
| Annual return | 18.98% | 27.32%-8.3pp | 802.84%-783.9pp | 81.00%-62.0pp |
| Employer contribution / active EE | $435 | $3,324-86.9% | $5,143-91.5% | $2,440-82.2% |
| Participant deferral / active EE | $809 | $3,260-75.2% | $5,198-84.4% | $3,607-77.6% |
| Admin fee / account holder | $66 | $5,884-98.9% | $13,954-99.5% | $5,124-98.7% |