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 | $138,176 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,953 | $72,254+293.0% | $86,677+227.6% | $64,808+338.1% |
| Participation rate | 66.3% | 80.4%-14.2pp | 76.6%-10.3pp | 71.5%-5.2pp |
| Annual return | -13.67% | 392.42%-406.1pp | 35.91%-49.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $814 | $2,393-66.0% | $2,836-71.3% | $2,506-67.5% |
| Participant deferral / active EE | $5,443 | $4,658+16.9% | $4,656+16.9% | $4,310+26.3% |
| Admin fee / account holder | $328 | $174+88.7% | $7,493-95.6% | $188+74.7% |