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 | $104,460 |
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 | $48,216 | $29,548+63.2% | $56,411-14.5% | $77,643-37.9% |
| Participation rate | 97.3% | 32.7%+64.6pp | 52.5%+44.8pp | 70.6%+26.7pp |
| Annual return | 13.72% | 19.01%-5.3pp | 1701.33%-1687.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $3,127 | $568+451.0% | $1,039+201.1% | $2,726+14.7% |
| Participant deferral / active EE | $4,371 | $1,061+312.0% | $1,952+123.9% | $4,647-6.0% |
| Admin fee / account holder | $152 | $1,046-85.4% | $2,829-94.6% | $430-64.6% |