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 | $7,533 |
Service code 13 · EIN 31-1299207 | Contract Administrator | $2,900 |
SBHU LIFE AGENCY INC2 years Service code 49 | Other Services | $1,433 |
SBHU LIFE AGENCY INC3 years Filed as: SBHU LIFE AGENCY Service code 49 · EIN 13-2896238 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,104 | $87,013-36.7% | $106,213-48.1% | $80,856-31.8% |
| Participation rate | 90.2% | 70.4%+19.8pp | 75.3%+15.0pp | 67.6%+22.6pp |
| Annual return | 29.41% | 17.05%+12.4pp | 116.14%-86.7pp | 35.59%-6.2pp |
| Employer contribution / active EE | $2,933 | $2,395+22.5% | $3,171-7.5% | $2,755+6.5% |
| Participant deferral / active EE | $5,292 | $3,986+32.8% | $5,016+5.5% | $4,296+23.2% |
| Admin fee / account holder | $88 | $8,431-99.0% | $11,033-99.2% | $6,918-98.7% |