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 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 | $96,402 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,992 | $81,908+44.1% | $90,749+30.0% | $64,808+82.1% |
| Participation rate | 98.8% | 80.5%+18.4pp | 75.7%+23.1pp | 71.5%+27.4pp |
| Annual return | -14.08% | -12.53%-1.5pp | -12.16%-1.9pp | 32.82%-46.9pp |
| Employer contribution / active EE | $2,261 | $3,065-26.2% | $2,921-22.6% | $2,506-9.8% |
| Participant deferral / active EE | $7,266 | $4,840+50.1% | $4,564+59.2% | $4,310+68.6% |
| Admin fee / account holder | $240 | $157+52.8% | $8,445-97.2% | $188+27.9% |