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 | $26,464 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $92,434 | $79,944+15.6% | $98,439-6.1% | $75,163+23.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 21.32% | 19.75%+1.6pp | 21.16%+0.2pp | 160.62%-139.3pp |
| Employer contribution / active EE | $4,087 | $2,264+80.5% | $3,048+34.1% | $2,670+53.1% |
| Participant deferral / active EE | $5,182 | $3,752+38.1% | $4,738+9.4% | $4,125+25.6% |
| Admin fee / account holder | $247 | $6,840-96.4% | $8,948-97.2% | $5,651-95.6% |