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 | $42,871 |
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 | $120,627 | $62,127+94.2% | $81,382+48.2% | $74,495+61.9% |
| Participation rate | 82.6% | 64.0%+18.5pp | 69.5%+13.1pp | 67.2%+15.4pp |
| Annual return | 12.03% | 16.48%-4.5pp | 24.73%-12.7pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,646 | $1,882+40.6% | $2,463+7.5% | $2,623+0.9% |
| Participant deferral / active EE | $6,083 | $3,229+88.4% | $3,883+56.7% | $4,346+40.0% |
| Admin fee / account holder | $224 | $1,934-88.4% | $5,768-96.1% | $1,942-88.4% |