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 | $51,845 |
Service code 49 · EIN 20-0129954 | Other Services | $16,468 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,473 | $78,485-49.7% | $106,213-62.8% | $74,495-47.0% |
| Participation rate | 99.2% | 72.8%+26.4pp | 75.3%+24.0pp | 67.2%+32.0pp |
| Annual return | 12.60% | 15.95%-3.3pp | 116.14%-103.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,056 | $2,523-18.5% | $3,171-35.2% | $2,623-21.6% |
| Participant deferral / active EE | $3,601 | $4,322-16.7% | $5,016-28.2% | $4,346-17.1% |
| Admin fee / account holder | $363 | $2,232-83.8% | $11,033-96.7% | $1,942-81.3% |