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 | $89,755 |
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 | $154,893 | $57,739+168.3% | $112,229+38.0% | $74,419+108.1% |
| Participation rate | 46.7% | 55.6%-8.9pp | 72.4%-25.7pp | 70.7%-24.0pp |
| Annual return | 17.74% | 19.52%-1.8pp | 30.20%-12.5pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,852 | $1,675+10.6% | $3,430-46.0% | $2,637-29.8% |
| Participant deferral / active EE | $4,005 | $2,891+38.5% | $4,798-16.5% | $4,528-11.5% |
| Admin fee / account holder | $175 | $462-62.2% | $7,748-97.7% | $348-49.7% |