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 INC11+ years Service code 49 · EIN 13-2896238 | Other Services | $73,166 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,179 |
GRANITE STATE GLASS1 year Service code 10 · EIN 02-0369938 | Accounting | $9,300 |
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 | $92,691 | $86,944+6.6% | $107,525-13.8% | $74,304+24.7% |
| Participation rate | 99.6% | 59.6%+40.0pp | 75.1%+24.5pp | 60.3%+39.2pp |
| Annual return | 16.49% | 23.52%-7.0pp | 181.32%-164.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $7,196 | $2,757+161.0% | $3,754+91.7% | $2,241+221.1% |
| Participant deferral / active EE | $5,527 | $3,554+55.5% | $5,116+8.0% | $3,767+46.7% |
| Admin fee / account holder | $65 | $3,727-98.2% | $8,919-99.3% | $2,969-97.8% |