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 | $58,553 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,983 | $101,499-16.3% | $147,005-42.2% | $74,546+14.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.15% | 8732.34%-8718.2pp | 418.76%-404.6pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $2,556 | $3,811-32.9% | $4,934-48.2% | $2,624-2.6% |
| Participant deferral / active EE | $7,015 | $7,304-4.0% | $8,070-13.1% | $4,347+61.4% |
| Admin fee / account holder | $390 | $1,748-77.7% | $13,006-97.0% | $1,944-79.9% |