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 | $90,182 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,669 | $53,165-16.0% | $86,188-48.2% | $74,419-40.0% |
| Participation rate | 97.0% | 64.9%+32.2pp | 69.0%+28.1pp | 70.7%+26.3pp |
| Annual return | 12.70% | 22.64%-9.9pp | 1168.45%-1155.7pp | 34.38%-21.7pp |
| Employer contribution / active EE | $536 | $1,210-55.7% | $2,380-77.5% | $2,637-79.7% |
| Participant deferral / active EE | $4,718 | $3,234+45.9% | $3,985+18.4% | $4,528+4.2% |
| Admin fee / account holder | $95 | $551-82.8% | $6,852-98.6% | $348-72.8% |