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 | $113,442 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,036 | $91,372+104.7% | $129,995+43.9% | $74,419+151.3% |
| Participation rate | 99.7% | 77.8%+21.9pp | 78.5%+21.2pp | 70.7%+29.0pp |
| Annual return | 17.08% | 23.21%-6.1pp | -137.18%+154.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $5,250 | $2,563+104.8% | $4,320+21.5% | $2,637+99.1% |
| Participant deferral / active EE | $4,824 | $4,721+2.2% | $5,820-17.1% | $4,528+6.5% |
| Admin fee / account holder | $281 | $283-0.7% | $10,614-97.3% | $348-19.1% |