See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,568 |
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 | $82,447 | $57,831+42.6% | $82,389+0.1% | $85,563-3.6% |
| Participation rate | 96.5% | 55.0%+41.5pp | 69.5%+26.9pp | 66.0%+30.5pp |
| Annual return | 14.41% | 17.86%-3.5pp | 28.67%-14.3pp | 31.51%-17.1pp |
| Employer contribution / active EE | $921 | $1,643-44.0% | $2,517-63.4% | $2,654-65.3% |
| Participant deferral / active EE | $5,655 | $3,118+81.4% | $4,155+36.1% | $4,375+29.3% |
| Admin fee / account holder | $99 | $1,391-92.9% | $7,231-98.6% | $834-88.1% |