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 | $46,155 |
Service code 49 · EIN 51-6041053 | Other Services | $26,302 |
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 | $53,490 | $58,264-8.2% | $86,612-38.2% | $71,457-25.1% |
| Participation rate | 70.2% | 65.0%+5.2pp | 71.7%-1.5pp | 67.9%+2.3pp |
| Annual return | 15.56% | 21.63%-6.1pp | 591.07%-575.5pp | 28.85%-13.3pp |
| Employer contribution / active EE | $568 | $2,574-77.9% | $3,022-81.2% | $2,588-78.0% |
| Participant deferral / active EE | $2,840 | $3,436-17.3% | $4,438-36.0% | $4,289-33.8% |
| Admin fee / account holder | $420 | $1,057-60.3% | $5,614-92.5% | $1,587-73.6% |