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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,803 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $13,266 |
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 | $31,059 | $56,423-45.0% | $77,163-59.7% | $71,457-56.5% |
| Participation rate | 91.8% | 64.3%+27.5pp | 69.6%+22.2pp | 67.9%+23.9pp |
| Annual return | 21.62% | 19.05%+2.6pp | 37.87%-16.3pp | 28.85%-7.2pp |
| Employer contribution / active EE | $1,263 | $1,866-32.3% | $2,535-50.2% | $2,588-51.2% |
| Participant deferral / active EE | $4,255 | $3,142+35.4% | $3,833+11.0% | $4,289-0.8% |
| Admin fee / account holder | $218 | $1,429-84.7% | $5,472-96.0% | $1,587-86.2% |