Filed February 25, 2026 (most recent of 4 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $75,402 |
SUMMIT WEALTH ADVOCATES LLC3 years Service code 26 · EIN 27-3240030 | Advisory (Participants) | $5,158 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,049 | $50,127+95.6% | $149,673-34.5% | $80,160+22.3% |
| Participation rate | 69.3% | 64.3%+5.0pp | 78.8%-9.5pp | 72.9%-3.7pp |
| Annual return | 19.84% | 29.82%-10.0pp | 134.42%-114.6pp | 40.38%-20.5pp |
| Employer contribution / active EE | $1,862 | $1,865-0.1% | $4,818-61.4% | $2,978-37.5% |
| Participant deferral / active EE | $4,266 | $3,194+33.6% | $5,680-24.9% | $5,017-15.0% |
| Admin fee / account holder | $41 | $153-73.1% | $13,210-99.7% | $145-71.7% |