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 | $30,091 |
Service code 49 · EIN 74-2794194 | Other Services | $11,956 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,228 | $148,978-40.1% | $200,582-55.5% | $84,808+5.2% |
| Participation rate | 92.5% | 84.2%+8.3pp | 86.9%+5.6pp | 68.3%+24.2pp |
| Annual return | 11.70% | 28.16%-16.5pp | 42.33%-30.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $3,177 | $4,815-34.0% | $6,419-50.5% | $2,631+20.7% |
| Participant deferral / active EE | $3,211 | $7,142-55.0% | $9,331-65.6% | $4,212-23.8% |
| Admin fee / account holder | $25,824 | $13,977+84.8% | $16,305+58.4% | $7,344+251.6% |