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 | $10,086 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,607 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,428 | $99,078-87.5% | $96,544-87.1% | $74,419-83.3% |
| Participation rate | 63.0% | 80.7%-17.7pp | 76.0%-12.9pp | 70.7%-7.7pp |
| Annual return | 19.43% | 22.48%-3.1pp | 25.84%-6.4pp | 34.38%-15.0pp |
| Employer contribution / active EE | $1,435 | $2,570-44.2% | $2,965-51.6% | $2,637-45.6% |
| Participant deferral / active EE | $2,315 | $4,933-53.1% | $4,851-52.3% | $4,528-48.9% |
| Admin fee / account holder | $68 | $225-69.7% | $8,252-99.2% | $348-80.5% |