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 | $109,881-36.2% | $150,045-53.3% | $84,808-17.4% |
| Participation rate | 74.1% | 76.1%-2.0pp | 82.3%-8.2pp | 68.3%+5.8pp |
| Annual return | 11.35% | 28.25%-16.9pp | 62.55%-51.2pp | 40.90%-29.5pp |
| Employer contribution / active EE | $3,769 | $3,561+5.8% | $4,693-19.7% | $2,631+43.3% |
| Participant deferral / active EE | $7,439 | $6,636+12.1% | $7,997-7.0% | $4,212+76.6% |
| Admin fee / account holder | $28 | $8,568-99.7% | $13,435-99.8% | $7,344-99.6% |