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 | $30,303 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,728 | $58,208+11.2% | $81,812-20.9% | $80,856-19.9% |
| Participation rate | 83.5% | 63.4%+20.1pp | 72.3%+11.2pp | 67.6%+15.9pp |
| Annual return | 12.36% | 41.66%-29.3pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,002 | $2,340-57.2% | $2,912-65.6% | $2,755-63.6% |
| Participant deferral / active EE | $4,856 | $3,281+48.0% | $4,319+12.5% | $4,296+13.0% |
| Admin fee / account holder | $76 | $4,981-98.5% | $7,386-99.0% | $6,918-98.9% |