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 | $56,269 |
S B H U LIFE AGENCY INC6 years Service code 49 · EIN 13-2896238 | Other Services | $13,406 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,258 | $59,402+11.5% | $93,654-29.3% | $74,546-11.1% |
| Participation rate | 83.0% | 59.7%+23.3pp | 68.7%+14.2pp | 67.2%+15.8pp |
| Annual return | 10.75% | 81.86%-71.1pp | 133.34%-122.6pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $292 | $1,265-76.9% | $2,421-88.0% | $2,624-88.9% |
| Participant deferral / active EE | $5,884 | $3,049+93.0% | $4,413+33.3% | $4,347+35.3% |
| Admin fee / account holder | $454 | $3,023-85.0% | $8,282-94.5% | $1,944-76.7% |