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 |
|---|---|---|
S B H U LIFE AGENCY INC5+ years Service code 49 · EIN 13-2896238 | Other Services | $44,905 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,226 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $75,841 | $63,114+20.2% | $92,893-18.4% | $65,185+16.3% |
| Participation rate | 94.1% | 68.8%+25.3pp | 76.0%+18.1pp | 70.2%+23.9pp |
| Annual return | 20.97% | 28.75%-7.8pp | 109.41%-88.4pp | 29.38%-8.4pp |
| Employer contribution / active EE | $2,564 | $2,571-0.2% | $3,653-29.8% | $2,177+17.8% |
| Participant deferral / active EE | $4,686 | $3,108+50.8% | $4,236+10.6% | $3,514+33.4% |
| Admin fee / account holder | $30 | $624-95.2% | $5,794-99.5% | $847-96.4% |