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 | $24,863 |
Service code 49 · EIN 51-6041053 | Other Services | $12,042 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,644 | $55,415-59.1% | $155,509-85.4% | $74,495-69.6% |
| Participation rate | 90.8% | 61.9%+28.9pp | 78.2%+12.6pp | 67.2%+23.6pp |
| Annual return | 10.25% | 268.50%-258.2pp | 64.67%-54.4pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $2,502 | $2,267+10.3% | $4,672-46.5% | $2,623-4.6% |
| Participant deferral / active EE | $832 | $2,836-70.7% | $5,626-85.2% | $4,346-80.9% |
| Admin fee / account holder | $200 | $1,738-88.5% | $15,912-98.7% | $1,942-89.7% |