See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,649 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,850 | $64,119-30.1% | $112,228-60.0% | $66,914-33.0% |
| Participation rate | 34.7% | 68.5%-33.7pp | 75.1%-40.3pp | 69.8%-35.1pp |
| Annual return | -20.97% | -13.81%-7.2pp | 27.45%-48.4pp | 1.58%-22.5pp |
| Employer contribution / active EE | $2,376 | $3,005-20.9% | $3,635-34.6% | $2,544-6.6% |
| Participant deferral / active EE | $2,188 | $3,693-40.7% | $4,728-53.7% | $4,237-48.4% |
| Admin fee / account holder | $55 | $625-91.2% | $6,410-99.1% | $593-90.7% |