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 | $45,510 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,706 | $99,078-44.8% | $96,544-43.3% | $74,419-26.5% |
| Participation rate | 92.5% | 80.7%+11.9pp | 76.0%+16.6pp | 70.7%+21.8pp |
| Annual return | 20.53% | 22.48%-2.0pp | 25.84%-5.3pp | 34.38%-13.9pp |
| Employer contribution / active EE | $1,949 | $2,570-24.2% | $2,965-34.3% | $2,637-26.1% |
| Participant deferral / active EE | $3,593 | $4,933-27.2% | $4,851-25.9% | $4,528-20.7% |
| Admin fee / account holder | $54 | $225-75.8% | $8,252-99.3% | $348-84.3% |