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 | $580 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,527 | $74,188-71.0% | $115,756-81.4% | $64,808-66.8% |
| Participation rate | 73.4% | 76.2%-2.9pp | 77.1%-3.7pp | 71.5%+1.9pp |
| Annual return | -16.90% | -11.81%-5.1pp | 143.14%-160.0pp | 32.82%-49.7pp |
| Employer contribution / active EE | $38 | $3,365-98.9% | $3,793-99.0% | $2,506-98.5% |
| Participant deferral / active EE | $2,882 | $5,294-45.5% | $6,254-53.9% | $4,310-33.1% |
| Admin fee / account holder | $9 | $148-93.8% | $8,124-99.9% | $188-95.1% |