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 9-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 |
|---|---|---|
S B H U LIFE AGENCY INC1+ years Service code 49 · EIN 13-2896238 | Other Services | $2,498 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,489 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,589 | $72,177-31.3% | $115,037-56.9% | $59,632-16.8% |
| Participation rate | 89.9% | 72.6%+17.3pp | 81.4%+8.5pp | 68.7%+21.2pp |
| Annual return | 1.10% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $3,216 | $2,841+13.2% | $4,608-30.2% | $2,203+46.0% |
| Participant deferral / active EE | $7,296 | $4,783+52.6% | $6,026+21.1% | $3,192+128.6% |
| Admin fee / account holder | $24 | $4,927-99.5% | $8,175-99.7% | $4,297-99.4% |