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 | $108,964 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 46-2648231 | Accounting | $33,500 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,107 | $82,202+295.5% | $125,339+159.4% | $64,808+401.6% |
| Participation rate | 93.3% | 77.9%+15.4pp | 82.4%+10.9pp | 71.5%+21.8pp |
| Annual return | -16.76% | 3.48%-20.2pp | 572.05%-588.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $14,320 | $3,615+296.1% | $4,814+197.5% | $2,506+471.5% |
| Participant deferral / active EE | $12,785 | $7,175+78.2% | $7,446+71.7% | $4,310+196.6% |
| Admin fee / account holder | $452 | $163+177.1% | $10,010-95.5% | $188+140.9% |