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 | $120,858 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,604 | $92,971+20.0% | $96,683+15.4% | $74,419+50.0% |
| Participation rate | 98.1% | 71.5%+26.6pp | 74.3%+23.8pp | 70.7%+27.4pp |
| Annual return | 14.66% | 37.49%-22.8pp | 35.69%-21.0pp | 34.38%-19.7pp |
| Employer contribution / active EE | $3,233 | $3,426-5.6% | $3,737-13.5% | $2,637+22.6% |
| Participant deferral / active EE | $7,683 | $3,970+93.5% | $4,878+57.5% | $4,528+69.7% |
| Admin fee / account holder | $388 | $633-38.7% | $6,730-94.2% | $348+11.5% |