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 | $77,362 |
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.)
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 | $93,117 | $69,454+34.1% | $180,183-48.3% | $74,304+25.3% |
| Participation rate | 98.0% | 61.8%+36.2pp | 77.4%+20.5pp | 60.3%+37.6pp |
| Annual return | 14.68% | 25.86%-11.2pp | 27.86%-13.2pp | 29.43%-14.8pp |
| Employer contribution / active EE | $10,605 | $3,155+236.2% | $5,039+110.5% | $2,241+373.2% |
| Participant deferral / active EE | $5,889 | $4,662+26.3% | $6,822-13.7% | $3,767+56.3% |
| Admin fee / account holder | $387 | $3,036-87.3% | $19,975-98.1% | $2,969-87.0% |