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 INC3+ years Service code 49 · EIN 13-2896238 | Other Services | $3,832 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,231 |
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 | $75,631 | $85,766-11.8% | $136,294-44.5% | $70,131+7.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.72% | 31.45%-10.7pp | 5155.94%-5135.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $2,980 | $2,966+0.5% | $4,695-36.5% | $2,342+27.2% |
| Participant deferral / active EE | $7,925 | $5,051+56.9% | $6,247+26.9% | $3,332+137.9% |
| Admin fee / account holder | $13 | $5,420-99.8% | $9,243-99.9% | $4,645-99.7% |