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 | $6,012 |
S B H U LIFE AGENCY INC1 year Filed as: S B H U LIFE AGENCY INC. Service code 49 | Other Services | $5,218 |
S B H U LIFE AGENCY INC1 year Service code 13 · EIN 13-2896238 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,159 | $56,423+11.9% | $77,163-18.1% | $71,457-11.6% |
| Participation rate | 39.0% | 64.3%-25.3pp | 69.6%-30.5pp | 67.9%-28.9pp |
| Annual return | 4.07% | 19.05%-15.0pp | 37.87%-33.8pp | 28.85%-24.8pp |
| Employer contribution / active EE | $1,185 | $1,866-36.5% | $2,535-53.2% | $2,588-54.2% |
| Participant deferral / active EE | $2,387 | $3,142-24.0% | $3,833-37.7% | $4,289-44.3% |
| Admin fee / account holder | $115 | $1,429-92.0% | $5,472-97.9% | $1,587-92.8% |