Filed January 17, 2023
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 | $8,080 |
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 | $121,427 | $130,194-6.7% | $169,993-28.6% | $71,457+69.9% |
| Participation rate | 97.0% | 86.1%+10.9pp | 87.0%+10.0pp | 67.9%+29.1pp |
| Annual return | 24.72% | 20.37%+4.4pp | 53.37%-28.7pp | 28.85%-4.1pp |
| Employer contribution / active EE | $2,827 | $4,381-35.5% | $6,785-58.3% | $2,588+9.2% |
| Participant deferral / active EE | $11,346 | $6,923+63.9% | $10,408+9.0% | $4,289+164.5% |
| Admin fee / account holder | $51 | $966-94.7% | $12,815-99.6% | $1,587-96.8% |