See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,641 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,741 | $91,407-5.1% | $135,903-36.2% | $71,457+21.4% |
| Participation rate | 94.7% | 75.7%+19.0pp | 81.9%+12.8pp | 67.9%+26.8pp |
| Annual return | 16.46% | 29.90%-13.4pp | 68.23%-51.8pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,089 | $3,703-43.6% | $4,856-57.0% | $2,588-19.3% |
| Participant deferral / active EE | $4,005 | $7,092-43.5% | $7,758-48.4% | $4,289-6.6% |
| Admin fee / account holder | $346 | $1,266-72.7% | $10,762-96.8% | $1,587-78.2% |