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 | $25,733 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,133 | $92,971-52.5% | $96,683-54.4% | $74,419-40.7% |
| Participation rate | 67.2% | 71.5%-4.4pp | 74.3%-7.2pp | 70.7%-3.6pp |
| Annual return | 22.01% | 37.49%-15.5pp | 35.69%-13.7pp | 34.38%-12.4pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,518 | $3,970+39.0% | $4,878+13.1% | $4,528+21.9% |
| Admin fee / account holder | $53 | $633-91.7% | $6,730-99.2% | $348-84.9% |