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 | $696 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $227 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,722 | $95,416-83.5% | $185,823-91.5% | $85,850-81.7% |
| Participation rate | 51.9% | 68.8%-16.8pp | 81.7%-29.8pp | 69.3%-17.4pp |
| Annual return | 11.62% | 23.59%-12.0pp | 122.05%-110.4pp | 318.53%-306.9pp |
| Employer contribution / active EE | $521 | $3,314-84.3% | $5,167-89.9% | $2,565-79.7% |
| Participant deferral / active EE | $952 | $3,423-72.2% | $5,568-82.9% | $3,952-75.9% |
| Admin fee / account holder | $39 | $7,213-99.5% | $16,237-99.8% | $6,260-99.4% |