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 | $202,225 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,290 | $56,102-30.0% | $101,794-61.4% | $102,872-61.8% |
| Participation rate | 44.7% | 70.4%-25.7pp | 69.2%-24.5pp | 73.0%-28.3pp |
| Annual return | 17.38% | 14.06%+3.3pp | 30.53%-13.1pp | 19.06%-1.7pp |
| Employer contribution / active EE | $1,074 | $1,380-22.2% | $2,289-53.1% | $3,526-69.5% |
| Participant deferral / active EE | $856 | $2,801-69.4% | $4,084-79.0% | $5,535-84.5% |
| Admin fee / account holder | $75 | $262-71.4% | $8,777-99.1% | $292-74.4% |