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 | $146,465 |
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 | $36,444 | $30,588+19.1% | $53,898-32.4% | $85,563-57.4% |
| Participation rate | 97.8% | 26.3%+71.5pp | 55.0%+42.9pp | 66.0%+31.9pp |
| Annual return | 15.11% | 50.42%-35.3pp | 528.60%-513.5pp | 31.51%-16.4pp |
| Employer contribution / active EE | $171 | $436-60.8% | $932-81.6% | $2,654-93.6% |
| Participant deferral / active EE | $3,422 | $848+303.5% | $1,826+87.4% | $4,375-21.8% |
| Admin fee / account holder | $135 | $1,879-92.8% | $2,491-94.6% | $834-83.8% |