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 | $85,957 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,143 | $26,114+61.4% | $58,482-27.9% | $74,419-43.4% |
| Participation rate | 98.0% | 32.1%+65.9pp | 50.9%+47.1pp | 70.7%+27.3pp |
| Annual return | 20.61% | 32.51%-11.9pp | 4239.32%-4218.7pp | 34.38%-13.8pp |
| Employer contribution / active EE | $3,013 | $536+462.7% | $1,053+186.1% | $2,637+14.3% |
| Participant deferral / active EE | $4,134 | $1,075+284.7% | $1,924+114.9% | $4,528-8.7% |
| Admin fee / account holder | $128 | $649-80.3% | $2,516-94.9% | $348-63.3% |