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 | $78,969 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,292 | $106,236-48.9% | $112,228-51.6% | $64,808-16.2% |
| Participation rate | 55.9% | 71.7%-15.8pp | 75.1%-19.2pp | 71.5%-15.6pp |
| Annual return | -16.24% | -6.02%-10.2pp | 27.45%-43.7pp | 32.82%-49.1pp |
| Employer contribution / active EE | $895 | $3,166-71.7% | $3,635-75.4% | $2,506-64.3% |
| Participant deferral / active EE | $2,852 | $3,785-24.7% | $4,728-39.7% | $4,310-33.8% |
| Admin fee / account holder | $395 | $452-12.5% | $6,410-93.8% | $188+110.3% |