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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $84,546 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,672 | $101,317+30.9% | $146,958-9.7% | $74,495+78.1% |
| Participation rate | 93.3% | 75.5%+17.8pp | 82.2%+11.2pp | 67.2%+26.1pp |
| Annual return | 17.55% | 8730.91%-8713.4pp | 418.34%-400.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $3,245 | $3,810-14.8% | $4,933-34.2% | $2,623+23.7% |
| Participant deferral / active EE | $7,934 | $7,303+8.6% | $8,070-1.7% | $4,346+82.6% |
| Admin fee / account holder | $583 | $1,739-66.5% | $12,998-95.5% | $1,942-70.0% |