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 | $143,797 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,542 | $71,142+21.6% | $119,609-27.6% | $64,808+33.5% |
| Participation rate | 97.8% | 78.6%+19.2pp | 79.3%+18.5pp | 71.5%+26.3pp |
| Annual return | -18.26% | -10.01%-8.2pp | -14.97%-3.3pp | 32.82%-51.1pp |
| Employer contribution / active EE | $6,727 | $2,497+169.4% | $4,232+59.0% | $2,506+168.5% |
| Participant deferral / active EE | $4,416 | $4,490-1.6% | $5,602-21.2% | $4,310+2.4% |
| Admin fee / account holder | $310 | $162+91.2% | $10,323-97.0% | $188+65.0% |