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 | $68,541 |
Service code 49 · EIN 52-2114207 | Other Services | $20,321 |
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 | $25,782 | $80,724-68.1% | $103,333-75.0% | $74,495-65.4% |
| Participation rate | 88.4% | 65.7%+22.8pp | 74.5%+13.9pp | 67.2%+21.2pp |
| Annual return | 13.88% | 27.56%-13.7pp | 24.88%-11.0pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,996 | $3,157-36.8% | $3,868-48.4% | $2,623-23.9% |
| Participant deferral / active EE | $2,519 | $3,860-34.7% | $5,057-50.2% | $4,346-42.0% |
| Admin fee / account holder | $284 | $2,368-88.0% | $8,355-96.6% | $1,942-85.4% |