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 | $35,392 |
S B H U LIFE AGENCY INC2 years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,103 | $51,045-15.6% | $70,515-38.9% | $71,457-39.7% |
| Participation rate | 93.3% | 59.4%+33.9pp | 68.3%+24.9pp | 67.9%+25.4pp |
| Annual return | 14.71% | 42.63%-27.9pp | 32.77%-18.1pp | 28.85%-14.1pp |
| Employer contribution / active EE | $1,842 | $1,790+2.9% | $2,973-38.1% | $2,588-28.8% |
| Participant deferral / active EE | $2,917 | $3,026-3.6% | $4,567-36.1% | $4,289-32.0% |
| Admin fee / account holder | $258 | $1,994-87.0% | $6,412-96.0% | $1,587-83.7% |