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 | $28,591 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,233 | $122,854+23.9% | $184,200-17.4% | $199,768-23.8% |
| Participation rate | 97.2% | 87.0%+10.2pp | 86.8%+10.4pp | 72.0%+25.2pp |
| Annual return | 18.59% | 143.99%-125.4pp | 28.80%-10.2pp | 34.26%-15.7pp |
| Employer contribution / active EE | $3,940 | $4,588-14.1% | $6,424-38.7% | $3,037+29.8% |
| Participant deferral / active EE | $7,500 | $7,995-6.2% | $9,132-17.9% | $5,090+47.4% |
| Admin fee / account holder | $7 | $120-94.0% | $13,907-99.9% | $269-97.3% |