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 | $101,492 |
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 | $50,341 | $54,193-7.1% | $93,606-46.2% | $77,643-35.2% |
| Participation rate | 97.2% | 63.9%+33.2pp | 68.7%+28.4pp | 70.6%+26.6pp |
| Annual return | 15.47% | 30.54%-15.1pp | 133.20%-117.7pp | 31.24%-15.8pp |
| Employer contribution / active EE | $605 | $1,168-48.2% | $2,420-75.0% | $2,726-77.8% |
| Participant deferral / active EE | $4,853 | $3,144+54.4% | $4,411+10.0% | $4,647+4.4% |
| Admin fee / account holder | $106 | $576-81.5% | $8,285-98.7% | $430-75.3% |