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 | $38,352 |
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 | $78,609 | $49,693+58.2% | $70,515+11.5% | $74,419+5.6% |
| Participation rate | 96.2% | 64.7%+31.6pp | 68.3%+27.9pp | 70.7%+25.5pp |
| Annual return | 17.14% | 21.22%-4.1pp | 32.77%-15.6pp | 34.38%-17.2pp |
| Employer contribution / active EE | $874 | $1,773-50.7% | $2,973-70.6% | $2,637-66.9% |
| Participant deferral / active EE | $5,344 | $3,376+58.3% | $4,567+17.0% | $4,528+18.0% |
| Admin fee / account holder | $87 | $316-72.6% | $6,412-98.6% | $348-75.1% |