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 | $37,094 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,503 | $55,472+37.9% | $155,567-50.8% | $74,546+2.6% |
| Participation rate | 88.4% | 61.9%+26.5pp | 78.2%+10.2pp | 67.2%+21.2pp |
| Annual return | 15.09% | 268.72%-253.6pp | 64.74%-49.6pp | 1366.03%-1350.9pp |
| Employer contribution / active EE | $3,243 | $2,269+42.9% | $4,674-30.6% | $2,624+23.6% |
| Participant deferral / active EE | $4,799 | $2,838+69.1% | $5,628-14.7% | $4,347+10.4% |
| Admin fee / account holder | $239 | $1,743-86.3% | $15,916-98.5% | $1,944-87.7% |