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 | $50,933 |
S B H U LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $21,556 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,416 | $62,127-28.5% | $81,382-45.4% | $74,495-40.4% |
| Participation rate | 79.2% | 64.0%+15.1pp | 69.5%+9.7pp | 67.2%+12.0pp |
| Annual return | 19.08% | 16.48%+2.6pp | 24.73%-5.7pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $1,609 | $1,882-14.5% | $2,463-34.7% | $2,623-38.7% |
| Participant deferral / active EE | $4,360 | $3,229+35.0% | $3,883+12.3% | $4,346+0.3% |
| Admin fee / account holder | $300 | $1,934-84.5% | $5,768-94.8% | $1,942-84.6% |