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 | $75,466 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $22,899 |
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 | $55,374 | $82,917-33.2% | $103,333-46.4% | $77,643-28.7% |
| Participation rate | 72.1% | 71.6%+0.5pp | 74.5%-2.4pp | 70.6%+1.5pp |
| Annual return | 13.31% | 19.13%-5.8pp | 24.88%-11.6pp | 31.24%-17.9pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $6,287 | $4,108+53.0% | $5,057+24.3% | $4,647+35.3% |
| Admin fee / account holder | $164 | $638-74.2% | $8,355-98.0% | $430-61.8% |