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 | $112,511 |
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 | $191,188 | $216,711-11.8% | $136,749+39.8% | $85,563+123.4% |
| Participation rate | 68.3% | 51.7%+16.5pp | 72.1%-3.9pp | 66.0%+2.3pp |
| Annual return | 15.41% | 15.26%+0.1pp | 24.33%-8.9pp | 31.51%-16.1pp |
| Employer contribution / active EE | $2,981 | $1,660+79.6% | $3,400-12.3% | $2,654+12.3% |
| Participant deferral / active EE | $6,349 | $2,635+141.0% | $4,692+35.3% | $4,375+45.1% |
| Admin fee / account holder | $193 | $1,223-84.2% | $11,386-98.3% | $834-76.9% |