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 | $14,141 |
S B H U LIFE AGENCY INC3 years Filed as: S B H U LIFE AGENCY INC. Service code 49 · EIN 13-2896238 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,003 | $55,636-19.1% | $81,983-45.1% | $73,488-38.8% |
| Participation rate | 61.5% | 62.3%-0.8pp | 69.2%-7.8pp | 70.7%-9.2pp |
| Annual return | 15.88% | 19.07%-3.2pp | 41.31%-25.4pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,579 | $1,625-2.8% | $2,498-36.8% | $2,270-30.5% |
| Participant deferral / active EE | $2,458 | $2,762-11.0% | $3,722-34.0% | $3,740-34.3% |
| Admin fee / account holder | $130 | $493-73.7% | $5,664-97.7% | $513-74.7% |