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 | $19,662 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,192 | $73,933-79.5% | $96,683-84.3% | $75,163-79.8% |
| Participation rate | 74.7% | 66.4%+8.3pp | 74.3%+0.3pp | 67.2%+7.5pp |
| Annual return | 20.08% | 26.70%-6.6pp | 35.69%-15.6pp | 160.62%-140.5pp |
| Employer contribution / active EE | $3,184 | $2,928+8.8% | $3,737-14.8% | $2,670+19.3% |
| Participant deferral / active EE | $5,258 | $3,659+43.7% | $4,878+7.8% | $4,125+27.5% |
| Admin fee / account holder | $165 | $5,216-96.8% | $6,730-97.5% | $5,651-97.1% |