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 | $7,388 |
Service code 13 · EIN 31-1299207 | Contract Administrator | $3,840 |
SBHU LIFE AGENCY INC3 years Service code 49 | Other Services | $1,583 |
SBHU LIFE AGENCY INC4 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 |
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 | $64,220 | $94,625-32.1% | $116,228-44.7% | $84,808-24.3% |
| Participation rate | 90.9% | 70.4%+20.5pp | 74.6%+16.4pp | 68.3%+22.6pp |
| Annual return | 18.25% | 20.40%-2.2pp | 90.06%-71.8pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,294 | $2,347+40.4% | $2,994+10.0% | $2,631+25.2% |
| Participant deferral / active EE | $5,975 | $3,972+50.4% | $4,953+20.6% | $4,212+41.9% |
| Admin fee / account holder | $101 | $10,091-99.0% | $11,989-99.2% | $7,344-98.6% |