Filed July 1, 2020
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 | $42,324 |
Service code 49 · EIN 52-2114207 | Other Services | $11,876 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,335 | $64,119-74.5% | $112,228-85.4% | $66,914-75.6% |
| Participation rate | 87.6% | 68.5%+19.1pp | 75.1%+12.5pp | 69.8%+17.8pp |
| Annual return | -13.22% | -13.81%+0.6pp | 27.45%-40.7pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,533 | $3,005-49.0% | $3,635-57.8% | $2,544-39.7% |
| Participant deferral / active EE | $2,530 | $3,693-31.5% | $4,728-46.5% | $4,237-40.3% |
| Admin fee / account holder | $218 | $625-65.1% | $6,410-96.6% | $593-63.2% |