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 | $14,563 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,560 | $54,350-78.7% | $82,719-86.0% | $68,494-83.1% |
| Participation rate | 77.3% | 63.9%+13.4pp | 72.6%+4.8pp | 67.9%+9.4pp |
| Annual return | -17.96% | -13.67%-4.3pp | 701.18%-719.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $298 | $2,218-86.6% | $3,009-90.1% | $2,596-88.5% |
| Participant deferral / active EE | $936 | $3,246-71.2% | $4,395-78.7% | $4,027-76.8% |
| Admin fee / account holder | $169 | $4,395-96.1% | $5,329-96.8% | $5,403-96.9% |