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 | $72,684 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,682 | $122,693-51.4% | $184,203-67.6% | $199,593-70.1% |
| Participation rate | 56.5% | 86.8%-30.3pp | 86.8%-30.3pp | 72.0%-15.5pp |
| Annual return | 14.78% | 143.91%-129.1pp | 28.81%-14.0pp | 34.25%-19.5pp |
| Employer contribution / active EE | $0 | $4,584-100.0% | $6,427-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $2,580 | $7,990-67.7% | $9,131-71.7% | $5,087-49.3% |
| Admin fee / account holder | $81 | $121-32.8% | $13,901-99.4% | $269-69.9% |