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 | $28,418 |
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 | $94,067 | $87,013+8.1% | $106,213-11.4% | $80,856+16.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.26% | 17.05%-5.8pp | 116.14%-104.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $4,429 | $2,395+84.9% | $3,171+39.6% | $2,755+60.8% |
| Participant deferral / active EE | $5,641 | $3,986+41.5% | $5,016+12.5% | $4,296+31.3% |
| Admin fee / account holder | $258 | $8,431-96.9% | $11,033-97.7% | $6,918-96.3% |