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 10-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 |
|---|---|---|
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,256 | $92,055+17.6% | $106,213+1.9% | $77,643+39.4% |
| Participation rate | 87.2% | 81.0%+6.2pp | 75.3%+12.0pp | 70.6%+16.7pp |
| Annual return | 15.05% | 17.91%-2.9pp | 116.14%-101.1pp | 31.24%-16.2pp |
| Employer contribution / active EE | $2,916 | $3,367-13.4% | $3,171-8.1% | $2,726+7.0% |
| Participant deferral / active EE | $5,268 | $5,386-2.2% | $5,016+5.0% | $4,647+13.4% |
| Admin fee / account holder | $162 | $219-25.9% | $11,033-98.5% | $430-62.3% |