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 10-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 | $5,219 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $35,046 | $69,848-49.8% | $115,756-69.7% | $66,914-47.6% |
| Participation rate | 18.8% | 70.6%-51.9pp | 77.1%-58.3pp | 69.8%-51.1pp |
| Annual return | -14.81% | 969.66%-984.5pp | 143.14%-158.0pp | 1.58%-16.4pp |
| Employer contribution / active EE | $0 | $2,613-100.0% | $3,793-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $525 | $4,274-87.7% | $6,254-91.6% | $4,237-87.6% |
| Admin fee / account holder | $92 | $337-72.8% | $8,124-98.9% | $593-84.6% |