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 INC9+ years Service code 49 · EIN 13-2896238 | Other Services | $51,100 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,335 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,580 | $76,670-2.7% | $96,683-22.9% | $71,457+4.4% |
| Participation rate | 96.9% | 66.6%+30.3pp | 74.3%+22.5pp | 67.9%+28.9pp |
| Annual return | 15.79% | 48.29%-32.5pp | 35.69%-19.9pp | 28.85%-13.1pp |
| Employer contribution / active EE | $2,858 | $3,031-5.7% | $3,737-23.5% | $2,588+10.4% |
| Participant deferral / active EE | $5,035 | $3,771+33.5% | $4,878+3.2% | $4,289+17.4% |
| Admin fee / account holder | $32 | $2,028-98.4% | $6,730-99.5% | $1,587-98.0% |