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 | $188,820 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $134,368 | $91,372+47.1% | $129,995+3.4% | $74,419+80.6% |
| Participation rate | 54.7% | 77.8%-23.1pp | 78.5%-23.8pp | 70.7%-16.0pp |
| Annual return | 17.69% | 23.21%-5.5pp | -137.18%+154.9pp | 34.38%-16.7pp |
| Employer contribution / active EE | $0 | $2,563-100.0% | $4,320-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,215 | $4,721+10.5% | $5,820-10.4% | $4,528+15.2% |
| Admin fee / account holder | $308 | $283+8.7% | $10,614-97.1% | $348-11.4% |