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 | $64,891 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,396 | $106,110+25.7% | $147,005-9.3% | $77,671+71.7% |
| Participation rate | 68.9% | 78.4%-9.5pp | 82.2%-13.3pp | 70.6%-1.7pp |
| Annual return | 15.80% | 56.77%-41.0pp | 418.76%-403.0pp | 31.21%-15.4pp |
| Employer contribution / active EE | $2,889 | $4,065-28.9% | $4,934-41.4% | $2,726+6.0% |
| Participant deferral / active EE | $7,829 | $7,992-2.0% | $8,070-3.0% | $4,648+68.4% |
| Admin fee / account holder | $194 | $338-42.5% | $13,006-98.5% | $430-54.8% |