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 | $22,755 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,123 | $62,127-35.4% | $81,382-50.7% | $74,495-46.1% |
| Participation rate | 70.4% | 64.0%+6.3pp | 69.5%+0.9pp | 67.2%+3.2pp |
| Annual return | 8.67% | 16.48%-7.8pp | 24.73%-16.1pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $1,537 | $1,882-18.3% | $2,463-37.6% | $2,623-41.4% |
| Participant deferral / active EE | $1,572 | $3,229-51.3% | $3,883-59.5% | $4,346-63.8% |
| Admin fee / account holder | $181 | $1,934-90.7% | $5,768-96.9% | $1,942-90.7% |