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 10-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $71,856 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,182 | $55,441-0.5% | $76,002-27.4% | $77,671-29.0% |
| Participation rate | 50.6% | 63.6%-13.1pp | 69.1%-18.5pp | 70.6%-20.0pp |
| Annual return | 14.65% | 17.08%-2.4pp | 360.07%-345.4pp | 31.21%-16.6pp |
| Employer contribution / active EE | $897 | $1,789-49.9% | $2,688-66.6% | $2,726-67.1% |
| Participant deferral / active EE | $2,587 | $3,451-25.0% | $4,257-39.2% | $4,648-44.3% |
| Admin fee / account holder | $185 | $407-54.6% | $6,414-97.1% | $430-57.1% |