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 INC7+ years Service code 49 · EIN 13-2896238 | Other Services | $63,097 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,257 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 | $81,052 | $77,660+4.4% | $109,143-25.7% | $79,386+2.1% |
| Participation rate | 94.7% | 67.8%+26.9pp | 75.9%+18.8pp | 70.7%+24.0pp |
| Annual return | 13.20% | 23.44%-10.2pp | 25.75%-12.6pp | 116.85%-103.7pp |
| Employer contribution / active EE | $2,633 | $2,797-5.9% | $3,722-29.2% | $2,427+8.5% |
| Participant deferral / active EE | $4,799 | $3,518+36.4% | $4,653+3.1% | $4,046+18.6% |
| Admin fee / account holder | $30 | $732-95.9% | $6,752-99.6% | $626-95.2% |