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 | $87,735 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $79,334 | $106,110-25.2% | $147,005-46.0% | $77,671+2.1% |
| Participation rate | 81.5% | 78.4%+3.2pp | 82.2%-0.6pp | 70.6%+11.0pp |
| Annual return | 20.42% | 56.77%-36.4pp | 418.76%-398.3pp | 31.21%-10.8pp |
| Employer contribution / active EE | $3,408 | $4,065-16.2% | $4,934-30.9% | $2,726+25.0% |
| Participant deferral / active EE | $7,751 | $7,992-3.0% | $8,070-4.0% | $4,648+66.8% |
| Admin fee / account holder | $104 | $338-69.2% | $13,006-99.2% | $430-75.8% |