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 | $5,151 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,210 | $49,451-22.7% | $79,550-52.0% | $66,914-42.9% |
| Participation rate | 33.1% | 61.3%-28.2pp | 69.5%-36.4pp | 69.8%-36.7pp |
| Annual return | -17.63% | 84.25%-101.9pp | 0.16%-17.8pp | 1.58%-19.2pp |
| Employer contribution / active EE | $521 | $1,266-58.8% | $2,413-78.4% | $2,544-79.5% |
| Participant deferral / active EE | $985 | $3,159-68.8% | $3,985-75.3% | $4,237-76.8% |
| Admin fee / account holder | $97 | $595-83.7% | $6,832-98.6% | $593-83.6% |