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 | $35,370 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,018 | $99,078-63.6% | $96,544-62.7% | $74,419-51.6% |
| Participation rate | 52.7% | 80.7%-27.9pp | 76.0%-23.2pp | 70.7%-18.0pp |
| Annual return | 15.46% | 22.48%-7.0pp | 25.84%-10.4pp | 34.38%-18.9pp |
| Employer contribution / active EE | $1,206 | $2,570-53.1% | $2,965-59.3% | $2,637-54.3% |
| Participant deferral / active EE | $1,917 | $4,933-61.1% | $4,851-60.5% | $4,528-57.7% |
| Admin fee / account holder | $197 | $225-12.5% | $8,252-97.6% | $348-43.5% |