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 | $17,101 |
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 | $70,733 | $89,436-20.9% | $164,813-57.1% | $77,643-8.9% |
| Participation rate | 80.9% | 78.6%+2.3pp | 78.6%+2.3pp | 70.6%+10.4pp |
| Annual return | 14.74% | 28.83%-14.1pp | 69.93%-55.2pp | 31.24%-16.5pp |
| Employer contribution / active EE | $1,812 | $2,569-29.5% | $4,341-58.3% | $2,726-33.5% |
| Participant deferral / active EE | $4,003 | $4,897-18.2% | $6,031-33.6% | $4,647-13.9% |
| Admin fee / account holder | $38 | $339-88.8% | $12,690-99.7% | $430-91.2% |