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 | $72,325 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $84,493 | $86,655-2.5% | $119,609-29.4% | $66,914+26.3% |
| Participation rate | 98.6% | 75.6%+23.1pp | 79.3%+19.4pp | 69.8%+28.8pp |
| Annual return | -17.84% | -8.00%-9.8pp | -14.97%-2.9pp | 1.58%-19.4pp |
| Employer contribution / active EE | $3,324 | $2,536+31.1% | $4,232-21.4% | $2,544+30.7% |
| Participant deferral / active EE | $6,577 | $4,358+50.9% | $5,602+17.4% | $4,237+55.2% |
| Admin fee / account holder | $301 | $755-60.1% | $10,323-97.1% | $593-49.2% |