Filed May 21, 2026
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 | $1,857 |
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 | $157,959 | $86,897+81.8% | $151,611+4.2% | $64,808+143.7% |
| Participation rate | 87.6% | 87.3%+0.3pp | 87.5%+0.1pp | 71.5%+16.1pp |
| Annual return | -3.39% | -3.57%+0.2pp | 3.33%-6.7pp | 32.82%-36.2pp |
| Employer contribution / active EE | $1,705 | $4,010-57.5% | $6,166-72.3% | $2,506-32.0% |
| Participant deferral / active EE | $5,467 | $6,690-18.3% | $8,363-34.6% | $4,310+26.8% |
| Admin fee / account holder | $252 | $153+64.8% | $11,616-97.8% | $188+34.2% |