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 10-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 | $54,557 |
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 | $118,139 | $64,119+84.2% | $112,228+5.3% | $66,914+76.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -16.05% | -13.81%-2.2pp | 27.45%-43.5pp | 1.58%-17.6pp |
| Employer contribution / active EE | $13,033 | $3,005+333.7% | $3,635+258.6% | $2,544+412.3% |
| Participant deferral / active EE | $7,371 | $3,693+99.6% | $4,728+55.9% | $4,237+74.0% |
| Admin fee / account holder | $451 | $625-27.9% | $6,410-93.0% | $593-24.0% |