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 4-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 | $47,799 |
Service code 49 · EIN 52-2114207 | Other Services | $5,552 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,467 | $129,021-90.3% | $184,203-93.2% | $77,643-83.9% |
| Participation rate | 51.9% | 87.3%-35.4pp | 86.8%-34.9pp | 70.6%-18.7pp |
| Annual return | 28.29% | 33.27%-5.0pp | 28.81%-0.5pp | 31.24%-3.0pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,484 | $7,297-66.0% | $9,131-72.8% | $4,647-46.5% |
| Admin fee / account holder | $227 | $254-10.8% | $13,901-98.4% | $430-47.4% |