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 9-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 | $16,460 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,516 | $61,756-29.5% | $70,092-37.9% | $77,904-44.1% |
| Participation rate | 98.4% | 79.9%+18.5pp | 70.5%+27.9pp | 73.7%+24.7pp |
| Annual return | -7.20% | -11.86%+4.7pp | 190.73%-197.9pp | 12.21%-19.4pp |
| Employer contribution / active EE | $5,529 | $2,706+104.3% | $2,559+116.1% | $2,848+94.2% |
| Participant deferral / active EE | $9,600 | $3,977+141.4% | $3,849+149.4% | $4,806+99.8% |
| Admin fee / account holder | $14 | $101-86.1% | $6,267-99.8% | $133-89.3% |