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 | $3,088 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,073 | $106,749-34.4% | $145,433-51.8% | $82,448-15.0% |
| Participation rate | 74.1% | 75.6%-1.5pp | 82.1%-8.0pp | 68.1%+6.0pp |
| Annual return | 11.35% | 27.59%-16.2pp | 66.58%-55.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $3,769 | $3,444+9.4% | $4,554-17.2% | $2,551+47.8% |
| Participant deferral / active EE | $7,439 | $6,519+14.1% | $7,897-5.8% | $4,139+79.7% |
| Admin fee / account holder | $28 | $8,390-99.7% | $13,129-99.8% | $7,234-99.6% |