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 | $5,529 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,354 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,058 | $72,254-80.5% | $86,677-83.8% | $64,808-78.3% |
| Participation rate | 63.3% | 80.4%-17.1pp | 76.6%-13.3pp | 71.5%-8.2pp |
| Annual return | -16.75% | 392.42%-409.2pp | 35.91%-52.7pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,374 | $2,393-42.6% | $2,836-51.6% | $2,506-45.2% |
| Participant deferral / active EE | $2,211 | $4,658-52.5% | $4,656-52.5% | $4,310-48.7% |
| Admin fee / account holder | $80 | $174-53.8% | $7,493-98.9% | $188-57.2% |