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 | $12,450 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $996 |
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 | $12,902 | $79,519-83.8% | $95,952-86.6% | $73,409-82.4% |
| Participation rate | 67.9% | 81.2%-13.3pp | 77.1%-9.2pp | 72.2%-4.3pp |
| Annual return | 13.67% | 19.20%-5.5pp | 91.61%-77.9pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,128 | $2,048-44.9% | $2,541-55.6% | $2,234-49.5% |
| Participant deferral / active EE | $2,031 | $4,138-50.9% | $4,167-51.3% | $3,805-46.6% |
| Admin fee / account holder | $41 | $184-78.0% | $6,795-99.4% | $158-74.3% |