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 | $93,130 |
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 | $195,063 | $101,499+92.2% | $147,005+32.7% | $74,546+161.7% |
| Participation rate | 97.3% | 75.5%+21.8pp | 82.2%+15.2pp | 67.2%+30.1pp |
| Annual return | 18.18% | 8732.34%-8714.2pp | 418.76%-400.6pp | 1366.03%-1347.9pp |
| Employer contribution / active EE | $6,293 | $3,811+65.1% | $4,934+27.5% | $2,624+139.8% |
| Participant deferral / active EE | $10,303 | $7,304+41.1% | $8,070+27.7% | $4,347+137.0% |
| Admin fee / account holder | $275 | $1,748-84.3% | $13,006-97.9% | $1,944-85.9% |