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 6-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 | $30,197 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $10,457 | $60,323-82.7% | $81,812-87.2% | $74,495-86.0% |
| Participation rate | 92.8% | 62.9%+29.9pp | 72.3%+20.5pp | 67.2%+25.6pp |
| Annual return | 17.45% | 16.90%+0.5pp | 773.79%-756.3pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $459 | $2,620-82.5% | $2,912-84.2% | $2,623-82.5% |
| Participant deferral / active EE | $3,697 | $3,387+9.1% | $4,319-14.4% | $4,346-14.9% |
| Admin fee / account holder | $126 | $1,486-91.5% | $7,386-98.3% | $1,942-93.5% |