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 | $68,556 |
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 | $96,510 | $82,978+16.3% | $129,995-25.8% | $71,457+35.1% |
| Participation rate | 98.7% | 74.1%+24.6pp | 78.5%+20.2pp | 67.9%+30.8pp |
| Annual return | 20.27% | 20.60%-0.3pp | -137.18%+157.4pp | 28.85%-8.6pp |
| Employer contribution / active EE | $3,647 | $2,622+39.1% | $4,320-15.6% | $2,588+40.9% |
| Participant deferral / active EE | $7,007 | $4,432+58.1% | $5,820+20.4% | $4,289+63.4% |
| Admin fee / account holder | $269 | $1,729-84.4% | $10,614-97.5% | $1,587-83.1% |