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 | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,182 | $55,416-0.4% | $75,972-27.4% | $77,643-28.9% |
| Participation rate | 50.6% | 63.6%-13.0pp | 69.1%-18.5pp | 70.6%-20.0pp |
| Annual return | 14.65% | 17.07%-2.4pp | 359.55%-344.9pp | 31.24%-16.6pp |
| Employer contribution / active EE | $897 | $1,788-49.8% | $2,685-66.6% | $2,726-67.1% |
| Participant deferral / active EE | $2,587 | $3,447-24.9% | $4,255-39.2% | $4,647-44.3% |
| Admin fee / account holder | $185 | $414-55.4% | $6,467-97.1% | $430-57.1% |