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 | $37,696 |
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 | $69,873 | $44,764+56.1% | $68,791+1.6% | $64,808+7.8% |
| Participation rate | 94.2% | 64.8%+29.5pp | 69.0%+25.2pp | 71.5%+22.8pp |
| Annual return | -15.47% | -10.91%-4.6pp | -6.38%-9.1pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,181 | $1,775-33.5% | $2,655-55.5% | $2,506-52.9% |
| Participant deferral / active EE | $5,067 | $3,238+56.5% | $3,941+28.6% | $4,310+17.6% |
| Admin fee / account holder | $85 | $151-43.5% | $4,932-98.3% | $188-54.5% |