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 | $125,123 |
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 | $207,805 | $88,087+135.9% | $164,866+26.0% | $74,546+178.8% |
| Participation rate | 94.3% | 73.1%+21.2pp | 78.6%+15.7pp | 67.2%+27.1pp |
| Annual return | 15.21% | 17.27%-2.1pp | 69.97%-54.8pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $4,523 | $2,595+74.3% | $4,343+4.2% | $2,624+72.3% |
| Participant deferral / active EE | $10,991 | $4,499+144.3% | $6,033+82.2% | $4,347+152.8% |
| Admin fee / account holder | $343 | $2,232-84.6% | $12,689-97.3% | $1,944-82.4% |