Filed January 22, 2020
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 | $59,013 |
Service code 27 · EIN 51-6041053 | Advisory (Plan) | $30,605 |
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 | $61,022 | $55,415+10.1% | $155,509-60.8% | $74,495-18.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.12% | 268.50%-254.4pp | 64.67%-50.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,912 | $2,267-15.7% | $4,672-59.1% | $2,623-27.1% |
| Participant deferral / active EE | $4,193 | $2,836+47.9% | $5,626-25.5% | $4,346-3.5% |
| Admin fee / account holder | $208 | $1,738-88.0% | $15,912-98.7% | $1,942-89.3% |