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 8-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 | $67,798 |
S B H U LIFE AGENCY INC3 years Service code 49 · EIN 13-2896238 | Other Services | $28,837 |
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.)
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 | $45,059 | $86,944-48.2% | $107,525-58.1% | $74,304-39.4% |
| Participation rate | 96.5% | 59.6%+36.9pp | 75.1%+21.4pp | 60.3%+36.1pp |
| Annual return | 14.56% | 23.52%-9.0pp | 181.32%-166.8pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,916 | $2,757-30.5% | $3,754-49.0% | $2,241-14.5% |
| Participant deferral / active EE | $6,286 | $3,554+76.9% | $5,116+22.9% | $3,767+66.9% |
| Admin fee / account holder | $491 | $3,727-86.8% | $8,919-94.5% | $2,969-83.5% |