See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,830 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,838 | $84,487-68.2% | $125,339-78.6% | $66,914-59.9% |
| Participation rate | 51.5% | 76.4%-24.9pp | 82.4%-30.9pp | 69.8%-18.3pp |
| Annual return | -13.97% | -8.39%-5.6pp | 572.05%-586.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,792 | $3,553-49.6% | $4,814-62.8% | $2,544-29.6% |
| Participant deferral / active EE | $4,749 | $6,781-30.0% | $7,446-36.2% | $4,237+12.1% |
| Admin fee / account holder | $156 | $685-77.2% | $10,010-98.4% | $593-73.7% |