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 | $97,007 |
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 | $119,047 | $82,202+44.8% | $125,339-5.0% | $64,808+83.7% |
| Participation rate | 91.6% | 77.9%+13.7pp | 82.4%+9.2pp | 71.5%+20.1pp |
| Annual return | -16.94% | 3.48%-20.4pp | 572.05%-589.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $2,599 | $3,615-28.1% | $4,814-46.0% | $2,506+3.7% |
| Participant deferral / active EE | $7,897 | $7,175+10.1% | $7,446+6.0% | $4,310+83.2% |
| Admin fee / account holder | $232 | $163+41.8% | $10,010-97.7% | $188+23.3% |