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 9-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 | $209,694 |
BENCHMARK WEALTH MANAGEMENT5 years Service code 27 · EIN 64-0963896 | Advisory (Plan) | $56,131 |
TPI COMPOSITES, INC1 year Service code 10 · EIN 05-0468429 | Accounting | $9,627 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,142 | $72,254-41.7% | $86,677-51.4% | $64,808-35.0% |
| Participation rate | 91.3% | 80.4%+10.9pp | 76.6%+14.7pp | 71.5%+19.8pp |
| Annual return | -16.24% | 392.42%-408.7pp | 35.91%-52.1pp | 32.82%-49.1pp |
| Employer contribution / active EE | $3,304 | $2,393+38.1% | $2,836+16.5% | $2,506+31.9% |
| Participant deferral / active EE | $6,235 | $4,658+33.9% | $4,656+33.9% | $4,310+44.7% |
| Admin fee / account holder | $306 | $174+76.2% | $7,493-95.9% | $188+63.1% |