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 | $44,022 |
Service code 49 · EIN 51-6041053 | Other Services | $18,807 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,964 | $51,197-14.1% | $82,719-46.9% | $66,914-34.3% |
| Participation rate | 72.7% | 67.8%+4.9pp | 72.6%+0.2pp | 69.8%+2.9pp |
| Annual return | -16.20% | -9.64%-6.6pp | 701.18%-717.4pp | 1.58%-17.8pp |
| Employer contribution / active EE | $626 | $2,611-76.0% | $3,009-79.2% | $2,544-75.4% |
| Participant deferral / active EE | $2,853 | $3,458-17.5% | $4,395-35.1% | $4,237-32.7% |
| Admin fee / account holder | $380 | $416-8.6% | $5,329-92.9% | $593-36.0% |