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 | $20,053 |
Service code 49 · EIN 51-6041053 | Other Services | $10,013 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,285 | $61,272-68.5% | $149,673-87.1% | $71,457-73.0% |
| Participation rate | 79.8% | 62.5%+17.3pp | 78.8%+1.1pp | 67.9%+11.9pp |
| Annual return | 16.22% | 35.85%-19.6pp | 134.42%-118.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,869 | $2,378-21.4% | $4,818-61.2% | $2,588-27.8% |
| Participant deferral / active EE | $587 | $2,917-79.9% | $5,680-89.7% | $4,289-86.3% |
| Admin fee / account holder | $163 | $1,261-87.1% | $13,210-98.8% | $1,587-89.7% |