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 13 · EIN 42-0127290 | Contract Administrator | $39,197 |
Service code 49 · EIN 41-0973005 | Other Services | $6,692 |
Service code 49 · EIN 52-2114207 | Other Services | $4,689 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES LLC Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,139 | $50,982-54.6% | $154,803-85.1% | $85,563-73.0% |
| Participation rate | 43.7% | 59.8%-16.1pp | 78.1%-34.4pp | 66.0%-22.3pp |
| Annual return | 17.84% | 30.35%-12.5pp | 58.88%-41.0pp | 31.51%-13.7pp |
| Employer contribution / active EE | $862 | $1,708-49.5% | $4,305-80.0% | $2,654-67.5% |
| Participant deferral / active EE | $1,923 | $2,474-22.3% | $5,540-65.3% | $4,375-56.1% |
| Admin fee / account holder | $189 | $846-77.7% | $14,329-98.7% | $834-77.4% |