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 | $52,967 |
Service code 49 · EIN 52-2114207 | Other Services | $14,462 |
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 | $21,196 | $76,670-72.4% | $96,683-78.1% | $71,457-70.3% |
| Participation rate | 91.3% | 66.6%+24.8pp | 74.3%+17.0pp | 67.9%+23.4pp |
| Annual return | 29.78% | 48.29%-18.5pp | 35.69%-5.9pp | 28.85%+0.9pp |
| Employer contribution / active EE | $1,866 | $3,031-38.4% | $3,737-50.1% | $2,588-27.9% |
| Participant deferral / active EE | $2,673 | $3,771-29.1% | $4,878-45.2% | $4,289-37.7% |
| Admin fee / account holder | $234 | $2,028-88.4% | $6,730-96.5% | $1,587-85.2% |