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 | $40,664 |
Service code 49 · EIN 62-1113727 | Other Services | $9,840 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,536 | $62,127-58.9% | $81,382-68.6% | $74,495-65.7% |
| Participation rate | 82.5% | 64.0%+18.5pp | 69.5%+13.0pp | 67.2%+15.3pp |
| Annual return | 47.09% | 16.48%+30.6pp | 24.73%+22.4pp | 1364.94%-1317.9pp |
| Employer contribution / active EE | $1,742 | $1,882-7.5% | $2,463-29.3% | $2,623-33.6% |
| Participant deferral / active EE | $2,478 | $3,229-23.3% | $3,883-36.2% | $4,346-43.0% |
| Admin fee / account holder | $277 | $1,934-85.7% | $5,768-95.2% | $1,942-85.8% |