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 | $74,215 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,425 | $30,086+31.0% | $61,373-35.8% | $64,808-39.2% |
| Participation rate | 98.6% | 36.4%+62.2pp | 52.6%+46.0pp | 71.5%+27.1pp |
| Annual return | -14.65% | -13.99%-0.7pp | 338.61%-353.3pp | 32.82%-47.5pp |
| Employer contribution / active EE | $2,900 | $536+440.9% | $1,159+150.2% | $2,506+15.7% |
| Participant deferral / active EE | $4,033 | $1,126+258.3% | $2,125+89.8% | $4,310-6.4% |
| Admin fee / account holder | $128 | $148-13.9% | $2,130-94.0% | $188-32.1% |