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 | $139,220 |
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 | $123,766 | $89,436+38.4% | $164,813-24.9% | $77,643+59.4% |
| Participation rate | 97.6% | 78.6%+19.0pp | 78.6%+19.0pp | 70.6%+27.1pp |
| Annual return | 13.66% | 28.83%-15.2pp | 69.93%-56.3pp | 31.24%-17.6pp |
| Employer contribution / active EE | $4,798 | $2,569+86.8% | $4,341+10.5% | $2,726+76.0% |
| Participant deferral / active EE | $5,170 | $4,897+5.6% | $6,031-14.3% | $4,647+11.3% |
| Admin fee / account holder | $316 | $339-6.8% | $12,690-97.5% | $430-26.5% |