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 | $41,379 |
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 | $168,556 | $131,799+27.9% | $200,582-16.0% | $85,563+97.0% |
| Participation rate | 97.2% | 87.9%+9.3pp | 86.9%+10.4pp | 66.0%+31.3pp |
| Annual return | 15.38% | 21.59%-6.2pp | 42.33%-27.0pp | 31.51%-16.1pp |
| Employer contribution / active EE | $3,257 | $4,532-28.1% | $6,419-49.3% | $2,654+22.7% |
| Participant deferral / active EE | $7,368 | $7,702-4.3% | $9,331-21.0% | $4,375+68.4% |
| Admin fee / account holder | $123 | $235-47.8% | $16,305-99.2% | $834-85.3% |