Filed November 18, 2021 (most recent of 3 filings on file)
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 | $45,553 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,635 | $122,239+22.4% | $184,203-18.8% | $74,495+100.9% |
| Participation rate | 98.0% | 85.5%+12.5pp | 86.8%+11.1pp | 67.2%+30.8pp |
| Annual return | 13.53% | 19.95%-6.4pp | 28.81%-15.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $3,079 | $4,537-32.1% | $6,427-52.1% | $2,623+17.4% |
| Participant deferral / active EE | $7,298 | $7,139+2.2% | $9,131-20.1% | $4,346+67.9% |
| Admin fee / account holder | $134 | $1,260-89.3% | $13,901-99.0% | $1,942-93.1% |