See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $93,599 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,381 | $71,142+45.3% | $119,609-13.6% | $64,808+59.5% |
| Participation rate | 91.1% | 78.6%+12.5pp | 79.3%+11.8pp | 71.5%+19.6pp |
| Annual return | -16.20% | -10.01%-6.2pp | -14.97%-1.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $3,000 | $2,497+20.1% | $4,232-29.1% | $2,506+19.7% |
| Participant deferral / active EE | $7,802 | $4,490+73.8% | $5,602+39.3% | $4,310+81.0% |
| Admin fee / account holder | $285 | $162+76.0% | $10,323-97.2% | $188+52.0% |