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 | $4,365 |
S B H U LIFE AGENCY INC3 years Service code 49 · EIN 13-2896238 | Other Services | $1,215 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,834 | $82,664+58.3% | $125,339+4.4% | $68,494+91.0% |
| Participation rate | 94.3% | 75.0%+19.3pp | 82.4%+11.9pp | 67.9%+26.4pp |
| Annual return | -21.18% | -5.97%-15.2pp | 572.05%-593.2pp | -7.84%-13.3pp |
| Employer contribution / active EE | $6,151 | $3,381+81.9% | $4,814+27.8% | $2,596+136.9% |
| Participant deferral / active EE | $10,596 | $6,110+73.4% | $7,446+42.3% | $4,027+163.1% |
| Admin fee / account holder | $35 | $6,275-99.4% | $10,010-99.6% | $5,403-99.3% |