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 49 · EIN 52-2114207 | Other Services | $18,263 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,327 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,268 | $50,199+6.1% | $70,092-24.0% | $66,914-20.4% |
| Participation rate | 69.4% | 66.3%+3.1pp | 70.5%-1.1pp | 69.8%-0.4pp |
| Annual return | -17.78% | -13.85%-3.9pp | 190.73%-208.5pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,292 | $1,864+23.0% | $2,559-10.4% | $2,544-9.9% |
| Participant deferral / active EE | $5,426 | $3,112+74.3% | $3,849+41.0% | $4,237+28.1% |
| Admin fee / account holder | $55 | $600-90.8% | $6,267-99.1% | $593-90.7% |