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 | $51,883 |
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.
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 | $37,446 | $42,504-11.9% | $159,960-76.6% | $77,904-51.9% |
| Participation rate | 44.5% | 66.9%-22.4pp | 78.0%-33.5pp | 73.7%-29.2pp |
| Annual return | -17.23% | -12.43%-4.8pp | 408.60%-425.8pp | 12.21%-29.4pp |
| Employer contribution / active EE | $452 | $1,684-73.2% | $4,226-89.3% | $2,848-84.1% |
| Participant deferral / active EE | $1,655 | $3,919-57.8% | $6,182-73.2% | $4,806-65.6% |
| Admin fee / account holder | $98 | $98+0.1% | $8,698-98.9% | $133-26.3% |