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 | $87,798 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,032 | $81,908+0.2% | $90,749-9.6% | $64,808+26.6% |
| Participation rate | 60.7% | 80.5%-19.8pp | 75.7%-15.0pp | 71.5%-10.8pp |
| Annual return | -15.10% | -12.53%-2.6pp | -12.16%-2.9pp | 32.82%-47.9pp |
| Employer contribution / active EE | $684 | $3,065-77.7% | $2,921-76.6% | $2,506-72.7% |
| Participant deferral / active EE | $3,491 | $4,840-27.9% | $4,564-23.5% | $4,310-19.0% |
| Admin fee / account holder | $289 | $157+83.8% | $8,445-96.6% | $188+53.8% |