Filed December 21, 2021 (most recent of 2 filings on file)
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 4-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 | $58,646 |
Service code 49 · EIN 52-2114207 | Other Services | $23,718 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,872 | $79,013-53.3% | $100,391-63.3% | $74,495-50.5% |
| Participation rate | 96.4% | 79.5%+16.9pp | 81.5%+14.9pp | 67.2%+29.2pp |
| Annual return | 22.69% | 20.41%+2.3pp | 49.20%-26.5pp | 1364.94%-1342.3pp |
| Employer contribution / active EE | $5,130 | $3,021+69.8% | $3,942+30.2% | $2,623+95.6% |
| Participant deferral / active EE | $6,630 | $7,760-14.6% | $8,082-18.0% | $4,346+52.6% |
| Admin fee / account holder | $287 | $1,320-78.3% | $7,899-96.4% | $1,942-85.2% |