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 | $4,065 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,967 | $45,031-26.8% | $84,966-61.2% | $77,643-57.5% |
| Participation rate | 55.1% | 48.7%+6.4pp | 67.5%-12.4pp | 70.6%-15.5pp |
| Annual return | 15.54% | 79.22%-63.7pp | 66.38%-50.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,393 | $2,807-14.8% | $4,519-47.0% | $4,647-48.5% |
| Admin fee / account holder | $42 | $912-95.4% | $6,149-99.3% | $430-90.3% |