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 | $92,940 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,257 | $52,122+142.2% | $104,294+21.1% | $64,808+94.8% |
| Participation rate | 68.8% | 56.0%+12.8pp | 73.3%-4.5pp | 71.5%-2.7pp |
| Annual return | -16.63% | 13.26%-29.9pp | 24.61%-41.2pp | 32.82%-49.5pp |
| Employer contribution / active EE | $2,496 | $1,627+53.5% | $3,372-26.0% | $2,506-0.4% |
| Participant deferral / active EE | $5,516 | $2,823+95.4% | $4,625+19.3% | $4,310+28.0% |
| Admin fee / account holder | $179 | $155+15.6% | $7,339-97.6% | $188-4.8% |