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 | $54,603 |
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 | $86,199 | $101,317-14.9% | $146,958-41.3% | $74,495+15.7% |
| Participation rate | 96.1% | 75.5%+20.6pp | 82.2%+14.0pp | 67.2%+28.9pp |
| Annual return | 13.75% | 8730.91%-8717.2pp | 418.34%-404.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,164 | $3,810-43.2% | $4,933-56.1% | $2,623-17.5% |
| Participant deferral / active EE | $3,815 | $7,303-47.8% | $8,070-52.7% | $4,346-12.2% |
| Admin fee / account holder | $316 | $1,739-81.8% | $12,998-97.6% | $1,942-83.7% |