See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES Service code 16 | Consulting | $20,819 |
Service code 15 | Recordkeeping | $2,525 |
Annual investment return 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 | $56,411 | $73,360-23.1% | $177,989-68.3% | $74,495-24.3% |
| Participation rate | 78.2% | 66.6%+11.5pp | 77.1%+1.1pp | 67.2%+11.0pp |
| Annual return | -10.65% | 17.49%-28.1pp | 294.48%-305.1pp | 1364.94%-1375.6pp |
| Employer contribution / active EE | $2,938 | $2,216+32.6% | $3,949-25.6% | $2,623+12.0% |
| Participant deferral / active EE | $4,473 | $4,513-0.9% | $6,276-28.7% | $4,346+2.9% |
| Admin fee / account holder | $280 | $1,808-84.5% | $10,363-97.3% | $1,942-85.6% |