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 | $73,273 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,166 | $129,021-47.9% | $184,203-63.5% | $77,643-13.5% |
| Participation rate | 77.4% | 87.3%-9.9pp | 86.8%-9.4pp | 70.6%+6.9pp |
| Annual return | 8.36% | 33.27%-24.9pp | 28.81%-20.4pp | 31.24%-22.9pp |
| Employer contribution / active EE | $3,452 | $4,413-21.8% | $6,427-46.3% | $2,726+26.7% |
| Participant deferral / active EE | $4,778 | $7,297-34.5% | $9,131-47.7% | $4,647+2.8% |
| Admin fee / account holder | $155 | $254-39.0% | $13,901-98.9% | $430-64.0% |