See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $89,376 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $56,868 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,088 | $131,799+23.7% | $200,582-18.7% | $85,563+90.6% |
| Participation rate | 78.4% | 87.9%-9.5pp | 86.9%-8.5pp | 66.0%+12.4pp |
| Annual return | 15.17% | 21.59%-6.4pp | 42.33%-27.2pp | 31.51%-16.3pp |
| Employer contribution / active EE | $6,119 | $4,532+35.0% | $6,419-4.7% | $2,654+130.6% |
| Participant deferral / active EE | $1,028 | $7,702-86.6% | $9,331-89.0% | $4,375-76.5% |
| Admin fee / account holder | $359 | $235+52.7% | $16,305-97.8% | $834-57.0% |