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 | $70,522 |
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 | $90,458 | $89,436+1.1% | $164,813-45.1% | $77,643+16.5% |
| Participation rate | 98.2% | 78.6%+19.6pp | 78.6%+19.6pp | 70.6%+27.6pp |
| Annual return | 15.42% | 28.83%-13.4pp | 69.93%-54.5pp | 31.24%-15.8pp |
| Employer contribution / active EE | $3,501 | $2,569+36.3% | $4,341-19.4% | $2,726+28.4% |
| Participant deferral / active EE | $6,780 | $4,897+38.5% | $6,031+12.4% | $4,647+45.9% |
| Admin fee / account holder | $231 | $339-31.9% | $12,690-98.2% | $430-46.3% |