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 | $14,378 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,721 | $37,393+8.9% | $77,024-47.1% | $66,914-39.1% |
| Participation rate | 35.4% | 52.9%-17.5pp | 67.9%-32.5pp | 69.8%-34.4pp |
| Annual return | -15.06% | -3.29%-11.8pp | 42.32%-57.4pp | 1.58%-16.6pp |
| Employer contribution / active EE | $717 | $1,531-53.1% | $2,812-74.5% | $2,544-71.8% |
| Participant deferral / active EE | $1,710 | $2,617-34.7% | $4,426-61.4% | $4,237-59.6% |
| Admin fee / account holder | $328 | $567-42.2% | $5,425-94.0% | $593-44.8% |