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 | $80,419 |
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 | $40,261 | $62,624-35.7% | $177,989-77.4% | $77,643-48.1% |
| Participation rate | 62.1% | 66.8%-4.7pp | 77.1%-15.0pp | 70.6%-8.5pp |
| Annual return | 15.44% | 16.16%-0.7pp | 294.48%-279.0pp | 31.24%-15.8pp |
| Employer contribution / active EE | $755 | $1,909-60.5% | $3,949-80.9% | $2,726-72.3% |
| Participant deferral / active EE | $2,506 | $4,219-40.6% | $6,276-60.1% | $4,647-46.1% |
| Admin fee / account holder | $111 | $386-71.3% | $10,363-98.9% | $430-74.3% |