See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $99,059 |
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 | $176,519 | $72,994+141.8% | $120,354+46.7% | $77,643+127.3% |
| Participation rate | 57.9% | 55.2%+2.7pp | 71.9%-14.0pp | 70.6%-12.6pp |
| Annual return | 14.93% | 18.23%-3.3pp | 107.15%-92.2pp | 31.24%-16.3pp |
| Employer contribution / active EE | $2,364 | $1,793+31.8% | $3,463-31.7% | $2,726-13.3% |
| Participant deferral / active EE | $5,243 | $3,011+74.1% | $4,991+5.0% | $4,647+12.8% |
| Admin fee / account holder | $182 | $658-72.3% | $9,423-98.1% | $430-57.7% |