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 | $63,148 |
S B H U LIFE AGENCY INC6 years Service code 49 · EIN 13-2896238 | Other Services | $58,792 |
TORRILLO & ASSOCIATES, LLC6 years Filed as: TORRILLO & ASSOCIATES Service code 10 · EIN 83-0414789 | Accounting | $12,850 |
Filed as: TORRILLO & ASSOCIATES LLC Service code 10 · EIN 83-0414789 | Accounting | $12,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,316 | $54,705+17.6% | $71,209-9.7% | $84,808-24.2% |
| Participation rate | 98.8% | 64.1%+34.8pp | 73.8%+25.1pp | 68.3%+30.5pp |
| Annual return | 23.97% | 35.90%-11.9pp | 282.51%-258.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $3,463 | $2,158+60.5% | $2,721+27.3% | $2,631+31.6% |
| Participant deferral / active EE | $7,467 | $3,030+146.4% | $4,175+78.8% | $4,212+77.3% |
| Admin fee / account holder | $466 | $4,863-90.4% | $5,349-91.3% | $7,344-93.7% |