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 | $123,174 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,001 | $91,372+23.7% | $129,995-13.1% | $74,419+51.8% |
| Participation rate | 97.0% | 77.8%+19.2pp | 78.5%+18.5pp | 70.7%+26.2pp |
| Annual return | 17.97% | 23.21%-5.2pp | -137.18%+155.1pp | 34.38%-16.4pp |
| Employer contribution / active EE | $4,787 | $2,563+86.7% | $4,320+10.8% | $2,637+81.5% |
| Participant deferral / active EE | $4,745 | $4,721+0.5% | $5,820-18.5% | $4,528+4.8% |
| Admin fee / account holder | $288 | $283+1.6% | $10,614-97.3% | $348-17.3% |