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 | $60,387 |
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 | $136,189 | $76,670+77.6% | $96,683+40.9% | $71,457+90.6% |
| Participation rate | 87.8% | 66.6%+21.2pp | 74.3%+13.4pp | 67.9%+19.9pp |
| Annual return | 15.62% | 48.29%-32.7pp | 35.69%-20.1pp | 28.85%-13.2pp |
| Employer contribution / active EE | $11,450 | $3,031+277.7% | $3,737+206.4% | $2,588+342.5% |
| Participant deferral / active EE | $6,121 | $3,771+62.3% | $4,878+25.5% | $4,289+42.7% |
| Admin fee / account holder | $447 | $2,028-77.9% | $6,730-93.4% | $1,587-71.8% |