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 7-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 | $9,303 |
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 | $9,423 | $56,357-83.3% | $104,294-91.0% | $68,494-86.2% |
| Participation rate | 89.7% | 63.3%+26.5pp | 73.3%+16.5pp | 67.9%+21.9pp |
| Annual return | 12.07% | -9.19%+21.3pp | 24.61%-12.5pp | -7.84%+19.9pp |
| Employer contribution / active EE | $1,482 | $1,960-24.4% | $3,372-56.0% | $2,596-42.9% |
| Participant deferral / active EE | $4,617 | $3,077+50.1% | $4,625-0.2% | $4,027+14.7% |
| Admin fee / account holder | $89 | $4,903-98.2% | $7,339-98.8% | $5,403-98.3% |