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 |
|---|---|---|
S B H U LIFE AGENCY INC8+ years Service code 49 · EIN 13-2896238 | Other Services | $52,637 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,598 |
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 | $63,757 | $64,119-0.6% | $112,228-43.2% | $66,914-4.7% |
| Participation rate | 96.4% | 68.5%+27.9pp | 75.1%+21.3pp | 69.8%+26.6pp |
| Annual return | -16.65% | -13.81%-2.8pp | 27.45%-44.1pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,613 | $3,005-13.1% | $3,635-28.1% | $2,544+2.7% |
| Participant deferral / active EE | $4,548 | $3,693+23.1% | $4,728-3.8% | $4,237+7.3% |
| Admin fee / account holder | $29 | $625-95.3% | $6,410-99.5% | $593-95.1% |