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 | $9,402 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $23,085 | $50,199-54.0% | $70,092-67.1% | $66,914-65.5% |
| Participation rate | 92.5% | 66.3%+26.1pp | 70.5%+22.0pp | 69.8%+22.6pp |
| Annual return | -13.28% | -13.85%+0.6pp | 190.73%-204.0pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,307 | $1,864-29.9% | $2,559-48.9% | $2,544-48.6% |
| Participant deferral / active EE | $1,947 | $3,112-37.4% | $3,849-49.4% | $4,237-54.0% |
| Admin fee / account holder | $86 | $600-85.6% | $6,267-98.6% | $593-85.4% |