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 49 · EIN 52-2114207 | Other Services | $28,339 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,626 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,635 | $101,317-28.3% | $146,958-50.6% | $74,495-2.5% |
| Participation rate | 58.8% | 75.5%-16.8pp | 82.2%-23.4pp | 67.2%-8.4pp |
| Annual return | 19.79% | 8730.91%-8711.1pp | 418.34%-398.5pp | 1364.94%-1345.2pp |
| Employer contribution / active EE | $1,827 | $3,810-52.1% | $4,933-63.0% | $2,623-30.4% |
| Participant deferral / active EE | $4,268 | $7,303-41.6% | $8,070-47.1% | $4,346-1.8% |
| Admin fee / account holder | $14 | $1,739-99.2% | $12,998-99.9% | $1,942-99.3% |