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 | $124,713 |
Service code 27 · EIN 71-0927304 | Advisory (Plan) | $82,132 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,423 | $82,917-32.0% | $103,333-45.4% | $77,643-27.3% |
| Participation rate | 97.8% | 71.6%+26.2pp | 74.5%+23.3pp | 70.6%+27.2pp |
| Annual return | 17.08% | 19.13%-2.0pp | 24.88%-7.8pp | 31.24%-14.2pp |
| Employer contribution / active EE | $1,426 | $3,552-59.8% | $3,868-63.1% | $2,726-47.7% |
| Participant deferral / active EE | $7,244 | $4,108+76.3% | $5,057+43.2% | $4,647+55.9% |
| Admin fee / account holder | $347 | $638-45.6% | $8,355-95.8% | $430-19.3% |