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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,583 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $121,194 | $99,957+21.2% | $149,696-19.0% | $73,488+64.9% |
| Participation rate | 98.0% | 75.7%+22.3pp | 82.5%+15.6pp | 70.7%+27.4pp |
| Annual return | 19.43% | 53.87%-34.4pp | 276.60%-257.2pp | 28.51%-9.1pp |
| Employer contribution / active EE | $9,962 | $3,191+212.2% | $4,644+114.5% | $2,270+338.8% |
| Participant deferral / active EE | $10,110 | $6,073+66.5% | $6,842+47.8% | $3,740+170.4% |
| Admin fee / account holder | $33 | $551-94.0% | $9,309-99.6% | $513-93.5% |