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 | $45,636 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,230 | $95,803+75.6% | $113,168+48.7% | $84,808+98.4% |
| Participation rate | 98.9% | 72.9%+26.1pp | 76.6%+22.4pp | 68.3%+30.6pp |
| Annual return | 15.01% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $198 | $2,360-91.6% | $2,975-93.3% | $2,631-92.5% |
| Participant deferral / active EE | $12,546 | $4,242+195.8% | $5,107+145.7% | $4,212+197.9% |
| Admin fee / account holder | $243 | $8,989-97.3% | $12,068-98.0% | $7,344-96.7% |