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 | $103,434 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $46,224 |
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 | $54,859 | $108,719-49.5% | $101,326-45.9% | $85,563-35.9% |
| Participation rate | 97.9% | 80.9%+17.0pp | 81.5%+16.4pp | 66.0%+31.9pp |
| Annual return | 17.63% | 20.95%-3.3pp | 36.82%-19.2pp | 31.51%-13.9pp |
| Employer contribution / active EE | $2,744 | $3,114-11.9% | $3,665-25.1% | $2,654+3.4% |
| Participant deferral / active EE | $5,569 | $8,545-34.8% | $7,994-30.3% | $4,375+27.3% |
| Admin fee / account holder | $259 | $685-62.2% | $11,185-97.7% | $834-69.0% |