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 | $4,348 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,259 | $65,435-40.0% | $86,677-54.7% | $66,914-41.3% |
| Participation rate | 72.1% | 75.5%-3.4pp | 76.6%-4.5pp | 69.8%+2.3pp |
| Annual return | -14.59% | -10.89%-3.7pp | 35.91%-50.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,229 | $2,153-42.9% | $2,836-56.7% | $2,544-51.7% |
| Participant deferral / active EE | $2,326 | $4,100-43.3% | $4,656-50.0% | $4,237-45.1% |
| Admin fee / account holder | $48 | $642-92.6% | $7,493-99.4% | $593-91.9% |