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 | $50,998 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,670 | $72,137-0.6% | $142,449-49.7% | $71,457+0.3% |
| Participation rate | 96.2% | 71.7%+24.5pp | 76.8%+19.5pp | 67.9%+28.3pp |
| Annual return | 13.77% | 21.15%-7.4pp | 19.99%-6.2pp | 28.85%-15.1pp |
| Employer contribution / active EE | $6,600 | $3,793+74.0% | $4,847+36.2% | $2,588+155.1% |
| Participant deferral / active EE | $5,350 | $5,280+1.3% | $6,283-14.9% | $4,289+24.7% |
| Admin fee / account holder | $305 | $1,433-78.7% | $10,011-96.9% | $1,587-80.8% |