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 | $305,396 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,491 | $102,872+4.5% | $69,780+54.0% | $102,872+4.5% |
| Participation rate | 97.1% | 73.0%+24.1pp | 79.3%+17.8pp | 73.0%+24.1pp |
| Annual return | 17.46% | 19.06%-1.6pp | 26.31%-8.8pp | 19.06%-1.6pp |
| Employer contribution / active EE | $3,342 | $3,526-5.2% | $4,168-19.8% | $3,526-5.2% |
| Participant deferral / active EE | $6,280 | $5,535+13.5% | $6,164+1.9% | $5,535+13.5% |
| Admin fee / account holder | $96 | $292-67.1% | $7,285-98.7% | $292-67.1% |