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 | $56,518 |
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.)
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 | $108,707 | $50,199+116.6% | $70,092+55.1% | $66,914+62.5% |
| Participation rate | 80.5% | 66.3%+14.2pp | 70.5%+10.0pp | 69.8%+10.7pp |
| Annual return | -13.54% | -13.85%+0.3pp | 190.73%-204.3pp | 1.58%-15.1pp |
| Employer contribution / active EE | $2,635 | $1,864+41.4% | $2,559+3.0% | $2,544+3.6% |
| Participant deferral / active EE | $6,013 | $3,112+93.2% | $3,849+56.2% | $4,237+41.9% |
| Admin fee / account holder | $301 | $600-49.9% | $6,267-95.2% | $593-49.3% |