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 | $143,541 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $36,162 | $29,548+22.4% | $56,411-35.9% | $77,643-53.4% |
| Participation rate | 97.1% | 32.7%+64.4pp | 52.5%+44.6pp | 70.6%+26.5pp |
| Annual return | 16.01% | 19.01%-3.0pp | 1701.33%-1685.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $170 | $568-70.1% | $1,039-83.7% | $2,726-93.8% |
| Participant deferral / active EE | $3,284 | $1,061+209.6% | $1,952+68.3% | $4,647-29.3% |
| Admin fee / account holder | $151 | $1,046-85.5% | $2,829-94.7% | $430-64.8% |