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 | $59,773 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $22,203 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,434 | $106,110-36.4% | $147,005-54.1% | $77,671-13.2% |
| Participation rate | 53.8% | 78.4%-24.5pp | 82.2%-28.3pp | 70.6%-16.7pp |
| Annual return | 18.16% | 56.77%-38.6pp | 418.76%-400.6pp | 31.21%-13.1pp |
| Employer contribution / active EE | $2,155 | $4,065-47.0% | $4,934-56.3% | $2,726-21.0% |
| Participant deferral / active EE | $5,502 | $7,992-31.2% | $8,070-31.8% | $4,648+18.4% |
| Admin fee / account holder | $354 | $338+4.7% | $13,006-97.3% | $430-17.8% |