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 | $139,264 |
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 | $38,816 | $42,353-8.3% | $79,550-51.2% | $64,808-40.1% |
| Participation rate | 97.2% | 64.8%+32.4pp | 69.5%+27.7pp | 71.5%+25.7pp |
| Annual return | -13.32% | -12.24%-1.1pp | 0.16%-13.5pp | 32.82%-46.1pp |
| Employer contribution / active EE | $455 | $1,181-61.4% | $2,413-81.1% | $2,506-81.8% |
| Participant deferral / active EE | $4,517 | $3,170+42.5% | $3,985+13.3% | $4,310+4.8% |
| Admin fee / account holder | $142 | $160-11.3% | $6,832-97.9% | $188-24.6% |