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 8-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 | $6,126 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,251 | $57,281-3.5% | $86,612-36.2% | $75,163-26.5% |
| Participation rate | 81.6% | 63.2%+18.4pp | 71.7%+9.9pp | 67.2%+14.4pp |
| Annual return | 14.32% | 2670.75%-2656.4pp | 591.07%-576.8pp | 160.62%-146.3pp |
| Employer contribution / active EE | $902 | $2,314-61.0% | $3,022-70.2% | $2,670-66.2% |
| Participant deferral / active EE | $4,062 | $3,318+22.4% | $4,438-8.5% | $4,125-1.5% |
| Admin fee / account holder | $60 | $4,112-98.5% | $5,614-98.9% | $5,651-98.9% |