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 | $45,511 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,481 | $64,871-6.8% | $129,110-53.2% | $66,914-9.6% |
| Participation rate | 96.7% | 74.0%+22.8pp | 77.3%+19.5pp | 69.8%+26.9pp |
| Annual return | -12.39% | -12.21%-0.2pp | -10.94%-1.4pp | 1.58%-14.0pp |
| Employer contribution / active EE | $6,043 | $3,741+61.5% | $5,052+19.6% | $2,544+137.5% |
| Participant deferral / active EE | $5,188 | $5,090+1.9% | $6,542-20.7% | $4,237+22.5% |
| Admin fee / account holder | $286 | $629-54.5% | $14,302-98.0% | $593-51.8% |