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 | $17,766 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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 | $125,951 | $125,758+0.2% | $169,993-25.9% | $75,163+67.6% |
| Participation rate | 98.2% | 83.6%+14.6pp | 87.0%+11.2pp | 67.2%+31.0pp |
| Annual return | 11.61% | 27.20%-15.6pp | 53.37%-41.8pp | 160.62%-149.0pp |
| Employer contribution / active EE | $8,735 | $4,615+89.3% | $6,785+28.7% | $2,670+227.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $178 | $8,173-97.8% | $12,815-98.6% | $5,651-96.9% |