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 | $52,576 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $114,036 | $56,423+102.1% | $77,163+47.8% | $71,457+59.6% |
| Participation rate | 80.1% | 64.3%+15.8pp | 69.6%+10.6pp | 67.9%+12.2pp |
| Annual return | 15.38% | 19.05%-3.7pp | 37.87%-22.5pp | 28.85%-13.5pp |
| Employer contribution / active EE | $2,542 | $1,866+36.2% | $2,535+0.3% | $2,588-1.8% |
| Participant deferral / active EE | $5,594 | $3,142+78.1% | $3,833+45.9% | $4,289+30.4% |
| Admin fee / account holder | $284 | $1,429-80.1% | $5,472-94.8% | $1,587-82.1% |