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 | $17,313 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,261 | $73,404-83.3% | $87,100-85.9% | $67,579-81.9% |
| Participation rate | 65.8% | 80.9%-15.1pp | 76.9%-11.1pp | 71.3%-5.5pp |
| Annual return | 19.74% | 48.29%-28.6pp | 28.19%-8.5pp | 378.56%-358.8pp |
| Employer contribution / active EE | $1,295 | $2,014-35.7% | $2,521-48.6% | $2,148-39.7% |
| Participant deferral / active EE | $1,888 | $3,913-51.8% | $4,049-53.4% | $3,539-46.7% |
| Admin fee / account holder | $43 | $142-69.4% | $7,497-99.4% | $142-69.6% |