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 | $39,218 |
Filed as: SNYDER & CLEMENTE Service code 10 · EIN 23-2535812 | Accounting | $13,000 |
S B H U LIFE AGENCY INC3 years Service code 49 · EIN 13-2896238 | Other Services | $1,172 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,748 | $54,517-10.6% | $75,972-35.8% | $74,495-34.6% |
| Participation rate | 93.7% | 60.3%+33.4pp | 69.1%+24.6pp | 67.2%+26.5pp |
| Annual return | 8.05% | 31.82%-23.8pp | 359.55%-351.5pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $1,988 | $1,777+11.9% | $2,685-25.9% | $2,623-24.2% |
| Participant deferral / active EE | $3,123 | $3,066+1.9% | $4,255-26.6% | $4,346-28.1% |
| Admin fee / account holder | $409 | $2,229-81.6% | $6,467-93.7% | $1,942-78.9% |