Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 |
|---|---|---|
SANCTUARY SECURITIES INC1 year Service code 49 · EIN 36-2957364 | Other Services | $25,511 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,687 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,362 | $55,472+106.2% | $155,567-26.5% | $74,546+53.4% |
| Participation rate | 71.9% | 61.9%+10.0pp | 78.2%-6.3pp | 67.2%+4.7pp |
| Annual return | 12.79% | 268.72%-255.9pp | 64.74%-51.9pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $2,880 | $2,269+27.0% | $4,674-38.4% | $2,624+9.8% |
| Participant deferral / active EE | $8,554 | $2,838+201.4% | $5,628+52.0% | $4,347+96.8% |
| Admin fee / account holder | $16 | $1,743-99.1% | $15,916-99.9% | $1,944-99.2% |