See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,697 |
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 | $156,674 | $89,698+74.7% | $103,476+51.4% | $80,856+93.8% |
| Participation rate | 97.8% | 76.0%+21.8pp | 80.5%+17.3pp | 67.6%+30.2pp |
| Annual return | 11.57% | 22.78%-11.2pp | 23.90%-12.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $4,612 | $4,018+14.8% | $4,672-1.3% | $2,755+67.4% |
| Participant deferral / active EE | $8,210 | $5,456+50.5% | $6,623+24.0% | $4,296+91.1% |
| Admin fee / account holder | $147 | $6,768-97.8% | $9,413-98.4% | $6,918-97.9% |