See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,222 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $7,316 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,143 | $62,127-61.1% | $81,382-70.3% | $74,495-67.6% |
| Participation rate | 69.3% | 64.0%+5.3pp | 69.5%-0.2pp | 67.2%+2.1pp |
| Annual return | 11.50% | 16.48%-5.0pp | 24.73%-13.2pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,548 | $1,882-17.7% | $2,463-37.1% | $2,623-41.0% |
| Participant deferral / active EE | $2,571 | $3,229-20.4% | $3,883-33.8% | $4,346-40.8% |
| Admin fee / account holder | $183 | $1,934-90.6% | $5,768-96.8% | $1,942-90.6% |