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 | $102,603 |
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 | $54,682 | $89,436-38.9% | $164,813-66.8% | $77,643-29.6% |
| Participation rate | 97.2% | 78.6%+18.6pp | 78.6%+18.6pp | 70.6%+26.6pp |
| Annual return | 14.84% | 28.83%-14.0pp | 69.93%-55.1pp | 31.24%-16.4pp |
| Employer contribution / active EE | $3,574 | $2,569+39.1% | $4,341-17.7% | $2,726+31.1% |
| Participant deferral / active EE | $5,292 | $4,897+8.1% | $6,031-12.3% | $4,647+13.9% |
| Admin fee / account holder | $186 | $339-45.1% | $12,690-98.5% | $430-56.7% |