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 | $10,960 |
S B H U LIFE AGENCY INC5 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,227 | $63,442-19.3% | $68,791-25.5% | $66,914-23.4% |
| Participation rate | 48.1% | 60.0%-11.9pp | 69.0%-21.0pp | 69.8%-21.7pp |
| Annual return | -16.83% | -8.29%-8.5pp | -6.38%-10.4pp | 1.58%-18.4pp |
| Employer contribution / active EE | $912 | $1,775-48.6% | $2,655-65.6% | $2,544-64.1% |
| Participant deferral / active EE | $2,703 | $2,945-8.2% | $3,941-31.4% | $4,237-36.2% |
| Admin fee / account holder | $137 | $577-76.2% | $4,932-97.2% | $593-76.9% |