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 7-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 | $9,870 |
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 | $44,901 | $72,254-37.9% | $86,677-48.2% | $64,808-30.7% |
| Participation rate | 91.1% | 80.4%+10.6pp | 76.6%+14.5pp | 71.5%+19.6pp |
| Annual return | -16.56% | 392.42%-409.0pp | 35.91%-52.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $2,016 | $2,393-15.7% | $2,836-28.9% | $2,506-19.5% |
| Participant deferral / active EE | $3,201 | $4,658-31.3% | $4,656-31.2% | $4,310-25.7% |
| Admin fee / account holder | $12 | $174-93.3% | $7,493-99.8% | $188-93.8% |