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 | $60,576 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,043 | $76,050+73.6% | $96,544+36.8% | $71,457+84.8% |
| Participation rate | 84.1% | 74.4%+9.7pp | 76.0%+8.1pp | 67.9%+16.2pp |
| Annual return | 20.80% | 22.81%-2.0pp | 25.84%-5.0pp | 28.85%-8.0pp |
| Employer contribution / active EE | $690 | $2,244-69.3% | $2,965-76.7% | $2,588-73.3% |
| Participant deferral / active EE | $9,297 | $4,215+120.5% | $4,851+91.7% | $4,289+116.8% |
| Admin fee / account holder | $273 | $2,707-89.9% | $8,252-96.7% | $1,587-82.8% |