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 | $116,902 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,291 | $30,086+4.0% | $61,373-49.0% | $64,808-51.7% |
| Participation rate | 97.3% | 36.4%+60.9pp | 52.6%+44.7pp | 71.5%+25.8pp |
| Annual return | -19.73% | -13.99%-5.7pp | 338.61%-358.3pp | 32.82%-52.6pp |
| Employer contribution / active EE | $162 | $536-69.9% | $1,159-86.1% | $2,506-93.6% |
| Participant deferral / active EE | $3,139 | $1,126+178.9% | $2,125+47.7% | $4,310-27.2% |
| Admin fee / account holder | $143 | $148-3.4% | $2,130-93.3% | $188-23.8% |