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 | $49,590 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $10,306 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,806 | $59,054+14.8% | $97,167-30.2% | $77,671-12.7% |
| Participation rate | 42.1% | 67.9%-25.8pp | 72.7%-30.6pp | 70.6%-28.5pp |
| Annual return | 13.54% | 16.96%-3.4pp | 75.27%-61.7pp | 31.21%-17.7pp |
| Employer contribution / active EE | $1,072 | $1,742-38.5% | $2,729-60.7% | $2,726-60.7% |
| Participant deferral / active EE | $2,377 | $3,930-39.5% | $4,264-44.3% | $4,648-48.9% |
| Admin fee / account holder | $187 | $346-45.9% | $5,650-96.7% | $430-56.5% |