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 | $8,905 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $568,678 | $88,083+545.6% | $164,813+245.0% | $74,495+663.4% |
| Participation rate | 98.5% | 73.0%+25.5pp | 78.6%+19.9pp | 67.2%+31.3pp |
| Annual return | 20.68% | 17.26%+3.4pp | 69.93%-49.2pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $3,299 | $2,593+27.2% | $4,341-24.0% | $2,623+25.8% |
| Participant deferral / active EE | $3,310 | $4,498-26.4% | $6,031-45.1% | $4,346-23.8% |
| Admin fee / account holder | $36 | $2,234-98.4% | $12,690-99.7% | $1,942-98.1% |