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 | $1,968 |
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 | $120,337 | $162,322-25.9% | $135,903-11.5% | - |
| Participation rate | 93.9% | 71.5%+22.4pp | 81.9%+12.0pp | - |
| Annual return | 18.94% | 15.15%+3.8pp | 68.23%-49.3pp | - |
| Employer contribution / active EE | $0 | $3,400-100.0% | $4,856-100.0% | - |
| Participant deferral / active EE | $13,507 | $5,722+136.1% | $7,758+74.1% | - |
| Admin fee / account holder | $15 | $23,877-99.9% | $10,762-99.9% | - |