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 15 · EIN 01-0233346 | Recordkeeping | $19,556 |
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $9,747 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,431 | $50,982+30.3% | $154,803-57.1% | $85,563-22.4% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 20.97% | 30.35%-9.4pp | 58.88%-37.9pp | 31.51%-10.5pp |
| Employer contribution / active EE | $8,606 | $1,708+403.8% | $4,305+99.9% | $2,654+224.3% |
| Participant deferral / active EE | $8,386 | $2,474+238.9% | $5,540+51.4% | $4,375+91.7% |
| Admin fee / account holder | $45 | $846-94.7% | $14,329-99.7% | $834-94.6% |