Filed January 9, 2023
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 | $43,847 |
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 | $45,796 | $86,897-47.3% | $151,611-69.8% | $64,808-29.3% |
| Participation rate | 93.8% | 87.3%+6.6pp | 87.5%+6.3pp | 71.5%+22.4pp |
| Annual return | -15.96% | -3.57%-12.4pp | 3.33%-19.3pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,802 | $4,010-30.1% | $6,166-54.6% | $2,506+11.8% |
| Participant deferral / active EE | $5,663 | $6,690-15.4% | $8,363-32.3% | $4,310+31.4% |
| Admin fee / account holder | $91 | $153-40.8% | $11,616-99.2% | $188-51.8% |