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 | $136,374 |
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 | $226,137 | $89,436+152.8% | $164,813+37.2% | $77,643+191.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 14.27% | 28.83%-14.6pp | 69.93%-55.7pp | 31.24%-17.0pp |
| Employer contribution / active EE | $6,154 | $2,569+139.6% | $4,341+41.8% | $2,726+125.8% |
| Participant deferral / active EE | $5,220 | $4,897+6.6% | $6,031-13.5% | $4,647+12.3% |
| Admin fee / account holder | $366 | $339+7.7% | $12,690-97.1% | $430-15.1% |