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 | $11,918 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,803 | $64,119-80.0% | $112,228-88.6% | $66,914-80.9% |
| Participation rate | 60.1% | 68.5%-8.3pp | 75.1%-14.9pp | 69.8%-9.7pp |
| Annual return | -20.88% | -13.81%-7.1pp | 27.45%-48.3pp | 1.58%-22.5pp |
| Employer contribution / active EE | $1,785 | $3,005-40.6% | $3,635-50.9% | $2,544-29.9% |
| Participant deferral / active EE | $3,454 | $3,693-6.5% | $4,728-26.9% | $4,237-18.5% |
| Admin fee / account holder | $128 | $625-79.6% | $6,410-98.0% | $593-78.5% |