See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $89,980 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,908 | $84,784+10.8% | $98,439-4.6% | $74,419+26.2% |
| Participation rate | 62.1% | 81.5%-19.4pp | 75.2%-13.0pp | 70.7%-8.6pp |
| Annual return | 15.47% | 20.59%-5.1pp | 21.16%-5.7pp | 34.38%-18.9pp |
| Employer contribution / active EE | $688 | $3,364-79.5% | $3,048-77.4% | $2,637-73.9% |
| Participant deferral / active EE | $3,559 | $5,218-31.8% | $4,738-24.9% | $4,528-21.4% |
| Admin fee / account holder | $310 | $204+51.7% | $8,948-96.5% | $348-10.8% |