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 | $16,226 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,054 | $61,272-78.7% | $149,673-91.3% | $71,457-81.7% |
| Participation rate | 95.4% | 62.5%+32.9pp | 78.8%+16.7pp | 67.9%+27.5pp |
| Annual return | 13.97% | 35.85%-21.9pp | 134.42%-120.4pp | 28.85%-14.9pp |
| Employer contribution / active EE | $833 | $2,378-65.0% | $4,818-82.7% | $2,588-67.8% |
| Participant deferral / active EE | $863 | $2,917-70.4% | $5,680-84.8% | $4,289-79.9% |
| Admin fee / account holder | $121 | $1,261-90.4% | $13,210-99.1% | $1,587-92.4% |