Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,733 | $89,465-20.9% | $164,866-57.1% | $77,671-8.9% |
| Participation rate | 80.9% | 78.6%+2.3pp | 78.6%+2.3pp | 70.6%+10.4pp |
| Annual return | 14.74% | 28.81%-14.1pp | 69.97%-55.2pp | 31.21%-16.5pp |
| Employer contribution / active EE | $1,812 | $2,568-29.4% | $4,343-58.3% | $2,726-33.6% |
| Participant deferral / active EE | $4,003 | $4,897-18.3% | $6,033-33.6% | $4,648-13.9% |
| Admin fee / account holder | $38 | $340-88.8% | $12,689-99.7% | $430-91.2% |