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 | $66,106 |
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 | $54,637 | $112,686-51.5% | $169,993-67.9% | $80,160-31.8% |
| Participation rate | 55.6% | 87.4%-31.7pp | 87.0%-31.4pp | 72.9%-17.3pp |
| Annual return | 17.76% | 67.04%-49.3pp | 53.37%-35.6pp | 40.38%-22.6pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $6,785-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $2,256 | $7,876-71.4% | $10,408-78.3% | $5,017-55.0% |
| Admin fee / account holder | $78 | $99-21.6% | $12,815-99.4% | $145-46.4% |