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 | $16,980 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,750 | $60,989-70.9% | $60,874-70.8% | $66,914-73.5% |
| Participation rate | 40.4% | 74.5%-34.1pp | 73.1%-32.7pp | 69.8%-29.4pp |
| Annual return | -16.77% | -9.60%-7.2pp | 16.90%-33.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $868 | $2,661-67.4% | $2,701-67.9% | $2,544-65.9% |
| Participant deferral / active EE | $1,136 | $3,615-68.6% | $3,817-70.2% | $4,237-73.2% |
| Admin fee / account holder | $252 | $338-25.4% | $3,224-92.2% | $593-57.5% |