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 | $53,266 |
Service code 49 · EIN 51-6041053 | Other Services | $20,839 |
Service code 27 · EIN 88-2250302 | Advisory (Plan) | $9,165 |
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 | $62,032 | $60,323+2.8% | $81,812-24.2% | $74,495-16.7% |
| Participation rate | 74.4% | 62.9%+11.5pp | 72.3%+2.0pp | 67.2%+7.2pp |
| Annual return | 11.87% | 16.90%-5.0pp | 773.79%-761.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $682 | $2,620-74.0% | $2,912-76.6% | $2,623-74.0% |
| Participant deferral / active EE | $3,158 | $3,387-6.8% | $4,319-26.9% | $4,346-27.3% |
| Admin fee / account holder | $484 | $1,486-67.4% | $7,386-93.4% | $1,942-75.1% |