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 | $66,087 |
S B H U LIFE AGENCY INC5 years Service code 49 · EIN 13-2896238 | Other Services | $27,991 |
TORRILLO & ASSOCIATES, LLC2 years Filed as: TORRILLO & ASSOCIATES LL Service code 10 · EIN 83-0414789 | Accounting | $12,000 |
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 | $61,618 | $58,234+5.8% | $81,783-24.7% | $80,874-23.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.71% | 41.70%-30.0pp | 775.05%-763.3pp | 35.62%-23.9pp |
| Employer contribution / active EE | $3,299 | $2,341+40.9% | $2,913+13.3% | $2,756+19.7% |
| Participant deferral / active EE | $6,733 | $3,283+105.1% | $4,320+55.8% | $4,297+56.7% |
| Admin fee / account holder | $566 | $4,982-88.6% | $7,380-92.3% | $6,935-91.8% |