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 | $126,393 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,709 | $106,110+48.6% | $147,005+7.3% | $77,671+103.0% |
| Participation rate | 95.6% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 15.93% | 56.77%-40.8pp | 418.76%-402.8pp | 31.21%-15.3pp |
| Employer contribution / active EE | $2,981 | $4,065-26.7% | $4,934-39.6% | $2,726+9.3% |
| Participant deferral / active EE | $8,931 | $7,992+11.8% | $8,070+10.7% | $4,648+92.1% |
| Admin fee / account holder | $272 | $338-19.3% | $13,006-97.9% | $430-36.7% |