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 |
|---|---|---|
Filed as: WILSHIRE ADVISORS LLC Service code 26 | Advisory (Participants) | $4,118 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,190 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,445 | $100,923-30.2% | $150,045-53.1% | $74,304-5.2% |
| Participation rate | 94.6% | 70.1%+24.5pp | 82.3%+12.3pp | 60.3%+34.3pp |
| Annual return | 17.49% | 51.77%-34.3pp | 62.55%-45.1pp | 29.43%-11.9pp |
| Employer contribution / active EE | $2,447 | $3,463-29.4% | $4,693-47.9% | $2,241+9.2% |
| Participant deferral / active EE | $6,139 | $6,709-8.5% | $7,997-23.2% | $3,767+63.0% |
| Admin fee / account holder | $386 | $2,767-86.0% | $13,435-97.1% | $2,969-87.0% |