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 INC6+ years Service code 49 · EIN 13-2896238 | Other Services | $49,303 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,483 |
WILSHIRE ASSOCIATES INCORPORATED6+ years 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 | $88,620 | $69,362+27.8% | $101,248-12.5% | $73,488+20.6% |
| Participation rate | 95.0% | 68.4%+26.6pp | 75.8%+19.2pp | 70.7%+24.3pp |
| Annual return | 14.49% | 18.46%-4.0pp | 46.47%-32.0pp | 28.51%-14.0pp |
| Employer contribution / active EE | $2,675 | $2,628+1.8% | $3,660-26.9% | $2,270+17.9% |
| Participant deferral / active EE | $5,108 | $3,300+54.8% | $4,370+16.9% | $3,740+36.6% |
| Admin fee / account holder | $27 | $704-96.2% | $5,945-99.5% | $513-94.7% |