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 8-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 | $12,085 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,683 | $63,442-89.5% | $68,791-90.3% | $66,914-90.0% |
| Participation rate | 83.9% | 60.0%+23.9pp | 69.0%+14.9pp | 69.8%+14.1pp |
| Annual return | -0.54% | -8.29%+7.7pp | -6.38%+5.8pp | 1.58%-2.1pp |
| Employer contribution / active EE | $610 | $1,775-65.7% | $2,655-77.0% | $2,544-76.0% |
| Participant deferral / active EE | $1,710 | $2,945-41.9% | $3,941-56.6% | $4,237-59.6% |
| Admin fee / account holder | $72 | $577-87.6% | $4,932-98.6% | $593-87.9% |