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 | $107,741-49.1% | $96,576-43.2% | $79,634-31.1% |
| Participation rate | 97.9% | 79.1%+18.8pp | 81.4%+16.4pp | 62.5%+35.4pp |
| Annual return | 17.63% | 19.24%-1.6pp | 38.47%-20.8pp | 36.46%-18.8pp |
| Employer contribution / active EE | $2,744 | $2,991-8.3% | $3,553-22.8% | $2,529+8.5% |
| Participant deferral / active EE | $5,569 | $7,899-29.5% | $7,956-30.0% | $3,835+45.2% |
| Admin fee / account holder | $259 | $1,150-77.5% | $11,381-97.7% | $1,002-74.2% |