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 8-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 | $94,201 |
Service code 27 · EIN 71-0927304 | Advisory (Plan) | $63,295 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $52,745 | $92,971-43.3% | $96,683-45.4% | $74,419-29.1% |
| Participation rate | 85.1% | 71.5%+13.6pp | 74.3%+10.8pp | 70.7%+14.4pp |
| Annual return | 20.76% | 37.49%-16.7pp | 35.69%-14.9pp | 34.38%-13.6pp |
| Employer contribution / active EE | $1,251 | $3,426-63.5% | $3,737-66.5% | $2,637-52.6% |
| Participant deferral / active EE | $6,255 | $3,970+57.6% | $4,878+28.2% | $4,528+38.1% |
| Admin fee / account holder | $316 | $633-50.1% | $6,730-95.3% | $348-9.1% |