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 | $38,129 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,113 | $79,171-8.9% | $102,423-29.6% | $74,495-3.2% |
| Participation rate | 73.7% | 74.8%-1.1pp | 76.5%-2.8pp | 67.2%+6.5pp |
| Annual return | 15.09% | 54.93%-39.8pp | 29.32%-14.2pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $2,944 | $2,362+24.6% | $3,023-2.6% | $2,623+12.2% |
| Participant deferral / active EE | $5,837 | $4,415+32.2% | $5,053+15.5% | $4,346+34.3% |
| Admin fee / account holder | $363 | $2,001-81.8% | $9,451-96.2% | $1,942-81.3% |