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 | $14,066 |
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 | $57,876 | $88,890-34.9% | $102,423-43.5% | $77,643-25.5% |
| Participation rate | 95.1% | 80.9%+14.2pp | 76.5%+18.7pp | 70.6%+24.6pp |
| Annual return | 14.45% | 24.98%-10.5pp | 29.32%-14.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,841 | $2,698-31.8% | $3,023-39.1% | $2,726-32.5% |
| Participant deferral / active EE | $3,855 | $5,145-25.1% | $5,053-23.7% | $4,647-17.0% |
| Admin fee / account holder | $17 | $235-93.0% | $9,451-99.8% | $430-96.2% |