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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 10-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 | $19,756 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,989 | $60,323-53.6% | $81,812-65.8% | $74,495-62.4% |
| Participation rate | 94.6% | 62.9%+31.7pp | 72.3%+22.3pp | 67.2%+27.4pp |
| Annual return | 10.54% | 16.90%-6.4pp | 773.79%-763.3pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,476 | $2,620-43.7% | $2,912-49.3% | $2,623-43.7% |
| Participant deferral / active EE | $2,195 | $3,387-35.2% | $4,319-49.2% | $4,346-49.5% |
| Admin fee / account holder | $87 | $1,486-94.1% | $7,386-98.8% | $1,942-95.5% |