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 | $21,609 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,046 |
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 | $27,396 | $56,423-51.4% | $77,163-64.5% | $71,457-61.7% |
| Participation rate | 93.6% | 64.3%+29.3pp | 69.6%+24.0pp | 67.9%+25.7pp |
| Annual return | 18.49% | 19.05%-0.6pp | 37.87%-19.4pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,211 | $1,866-35.1% | $2,535-52.2% | $2,588-53.2% |
| Participant deferral / active EE | $1,915 | $3,142-39.1% | $3,833-50.1% | $4,289-55.4% |
| Admin fee / account holder | $168 | $1,429-88.3% | $5,472-96.9% | $1,587-89.4% |