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 | $120,029 |
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 | $34,318 | $26,114+31.4% | $58,482-41.3% | $74,419-53.9% |
| Participation rate | 96.6% | 32.1%+64.5pp | 50.9%+45.7pp | 70.7%+25.9pp |
| Annual return | 18.06% | 32.51%-14.5pp | 4239.32%-4221.3pp | 34.38%-16.3pp |
| Employer contribution / active EE | $214 | $536-60.1% | $1,053-79.7% | $2,637-91.9% |
| Participant deferral / active EE | $3,263 | $1,075+203.6% | $1,924+69.6% | $4,528-27.9% |
| Admin fee / account holder | $134 | $649-79.3% | $2,516-94.7% | $348-61.4% |