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 INC10+ years Service code 49 · EIN 13-2896238 | Other Services | $63,623 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,874 |
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 | $86,668 | $80,724+7.4% | $103,333-16.1% | $74,495+16.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.04% | 27.56%-15.5pp | 24.88%-12.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $7,411 | $3,157+134.7% | $3,868+91.6% | $2,623+182.5% |
| Participant deferral / active EE | $5,180 | $3,860+34.2% | $5,057+2.4% | $4,346+19.2% |
| Admin fee / account holder | $32 | $2,368-98.6% | $8,355-99.6% | $1,942-98.3% |