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 | $65,444 |
S B H U LIFE AGENCY INC3 years Service code 49 · EIN 13-2896238 | Other Services | $27,740 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,772 | $65,561-5.8% | $91,541-32.5% | $74,304-16.9% |
| Participation rate | 83.1% | 56.6%+26.5pp | 69.8%+13.3pp | 60.3%+22.7pp |
| Annual return | 17.98% | 17.68%+0.3pp | 20.50%-2.5pp | 29.43%-11.5pp |
| Employer contribution / active EE | $2,835 | $1,717+65.1% | $2,505+13.2% | $2,241+26.5% |
| Participant deferral / active EE | $5,427 | $2,918+86.0% | $4,008+35.4% | $3,767+44.0% |
| Admin fee / account holder | $399 | $3,333-88.0% | $6,956-94.3% | $2,969-86.6% |