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 |
|---|---|---|
SBHU LIFE AGENCY INC2+ years Service code 53 · EIN 13-2896238 | Insurance Commissions | $22,856 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,485 |
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 | $95,768 | $51,244+86.9% | $80,975+18.3% | $55,167+73.6% |
| Participation rate | 76.3% | 71.7%+4.6pp | 75.8%+0.5pp | 69.0%+7.3pp |
| Annual return | 6.65% | 17.39%-10.7pp | 17.10%-10.5pp | 169.23%-162.6pp |
| Employer contribution / active EE | $2,804 | $1,770+58.4% | $3,714-24.5% | $1,963+42.9% |
| Participant deferral / active EE | $6,002 | $4,418+35.9% | $5,696+5.4% | $3,054+96.5% |
| Admin fee / account holder | $11 | $398-97.2% | $5,516-99.8% | $504-97.8% |