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 | $27,453 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,113 | $65,435+56.1% | $86,677+17.8% | $66,914+52.6% |
| Participation rate | 76.9% | 75.5%+1.5pp | 76.6%+0.3pp | 69.8%+7.1pp |
| Annual return | -12.36% | -10.89%-1.5pp | 35.91%-48.3pp | 1.58%-13.9pp |
| Employer contribution / active EE | $1,887 | $2,153-12.4% | $2,836-33.5% | $2,544-25.8% |
| Participant deferral / active EE | $6,301 | $4,100+53.7% | $4,656+35.3% | $4,237+48.7% |
| Admin fee / account holder | $223 | $642-65.2% | $7,493-97.0% | $593-62.4% |