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 | $112,024 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,378 | $71,142+149.3% | $119,609+48.3% | $64,808+173.7% |
| Participation rate | 97.6% | 78.6%+19.0pp | 79.3%+18.3pp | 71.5%+26.1pp |
| Annual return | -15.58% | -10.01%-5.6pp | -14.97%-0.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $5,189 | $2,497+107.8% | $4,232+22.6% | $2,506+107.1% |
| Participant deferral / active EE | $4,820 | $4,490+7.3% | $5,602-14.0% | $4,310+11.8% |
| Admin fee / account holder | $310 | $162+91.4% | $10,323-97.0% | $188+65.2% |