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 49 · EIN 41-0973005 | Other Services | $20,967 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,920 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,796 | $93,571+10.9% | $135,903-23.6% | $75,163+38.1% |
| Participation rate | 86.5% | 75.2%+11.3pp | 81.9%+4.6pp | 67.2%+19.3pp |
| Annual return | 17.04% | 30.90%-13.9pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $7,317 | $3,537+106.9% | $4,856+50.7% | $2,670+174.1% |
| Participant deferral / active EE | $12,911 | $6,404+101.6% | $7,758+66.4% | $4,125+213.0% |
| Admin fee / account holder | $86 | $6,975-98.8% | $10,762-99.2% | $5,651-98.5% |