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 | $88,083+135.9% | $164,813+26.1% | $74,495+179.0% |
| Participation rate | 94.3% | 73.0%+21.3pp | 78.6%+15.7pp | 67.2%+27.1pp |
| Annual return | 15.21% | 17.26%-2.1pp | 69.93%-54.7pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $4,523 | $2,593+74.4% | $4,341+4.2% | $2,623+72.4% |
| Participant deferral / active EE | $10,991 | $4,498+144.4% | $6,031+82.2% | $4,346+152.9% |
| Admin fee / account holder | $343 | $2,234-84.7% | $12,690-97.3% | $1,942-82.3% |