Filed August 2, 2022
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 49 · EIN 71-0927304 | Other Services | $32,368 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,182 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,573 | $75,125-43.3% | $206,214-79.4% | $75,125-43.3% |
| Participation rate | 90.6% | 56.0%+34.6pp | 82.4%+8.3pp | 56.0%+34.6pp |
| Annual return | 16.69% | 14.51%+2.2pp | -1.60%+18.3pp | 14.51%+2.2pp |
| Employer contribution / active EE | $3,760 | $3,379+11.3% | $5,967-37.0% | $3,379+11.3% |
| Participant deferral / active EE | $4,852 | $2,962+63.8% | $4,649+4.4% | $2,962+63.8% |
| Admin fee / account holder | $77 | $1,235-93.7% | $13,671-99.4% | $1,235-93.7% |