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 | $78,483-49.7% | $106,201-62.8% | $74,546-47.0% |
| Participation rate | 99.2% | 72.8%+26.4pp | 75.3%+23.9pp | 67.2%+32.0pp |
| Annual return | 12.60% | 15.94%-3.3pp | 116.26%-103.7pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $2,056 | $2,522-18.5% | $3,170-35.1% | $2,624-21.7% |
| Participant deferral / active EE | $3,601 | $4,320-16.6% | $5,012-28.2% | $4,347-17.2% |
| Admin fee / account holder | $363 | $2,236-83.8% | $11,039-96.7% | $1,944-81.3% |