See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $184,450 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,407 | $71,142+55.2% | $119,609-7.7% | $64,808+70.4% |
| Participation rate | 54.0% | 78.6%-24.6pp | 79.3%-25.3pp | 71.5%-17.5pp |
| Annual return | -15.16% | -10.01%-5.2pp | -14.97%-0.2pp | 32.82%-48.0pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,934 | $4,490+9.9% | $5,602-11.9% | $4,310+14.5% |
| Admin fee / account holder | $285 | $162+75.8% | $10,323-97.2% | $188+51.8% |