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 9-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 | $30,480 |
Filed as: SNYDER & CLEMENTE ACCOUN Service code 10 · EIN 23-2535812 | Accounting | $6,500 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,147 | $63,442-39.9% | $68,791-44.5% | $66,914-43.0% |
| Participation rate | 92.2% | 60.0%+32.3pp | 69.0%+23.2pp | 69.8%+22.4pp |
| Annual return | 1.37% | -8.29%+9.7pp | -6.38%+7.7pp | 1.58%-0.2pp |
| Employer contribution / active EE | $1,786 | $1,775+0.6% | $2,655-32.7% | $2,544-29.8% |
| Participant deferral / active EE | $2,747 | $2,945-6.7% | $3,941-30.3% | $4,237-35.2% |
| Admin fee / account holder | $294 | $577-49.1% | $4,932-94.0% | $593-50.5% |