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 | $94,496 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,867 | $92,055+4.1% | $106,213-9.7% | $77,643+23.5% |
| Participation rate | 61.4% | 81.0%-19.6pp | 75.3%-13.8pp | 70.6%-9.1pp |
| Annual return | 11.21% | 17.91%-6.7pp | 116.14%-104.9pp | 31.24%-20.0pp |
| Employer contribution / active EE | $675 | $3,367-79.9% | $3,171-78.7% | $2,726-75.2% |
| Participant deferral / active EE | $3,924 | $5,386-27.1% | $5,016-21.8% | $4,647-15.6% |
| Admin fee / account holder | $347 | $219+58.6% | $11,033-96.9% | $430-19.3% |