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 | $34,028 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,541 | $83,427+61.3% | $115,756+16.2% | $68,494+96.4% |
| Participation rate | 91.4% | 71.9%+19.5pp | 77.1%+14.3pp | 67.9%+23.5pp |
| Annual return | -13.99% | -10.95%-3.0pp | 143.14%-157.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $5,377 | $3,075+74.9% | $3,793+41.8% | $2,596+107.1% |
| Participant deferral / active EE | $7,572 | $5,355+41.4% | $6,254+21.1% | $4,027+88.0% |
| Admin fee / account holder | $368 | $5,708-93.5% | $8,124-95.5% | $5,403-93.2% |