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 | $60,296 |
S B H U LIFE AGENCY INC5 years Service code 49 | Other Services | $25,772 |
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 |
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 | $55,530 | $102,317-45.7% | $146,958-62.2% | $80,856-31.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.17% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,782 | $3,713+1.8% | $4,933-23.3% | $2,755+37.3% |
| Participant deferral / active EE | $8,373 | $6,644+26.0% | $8,070+3.8% | $4,296+94.9% |
| Admin fee / account holder | $717 | $7,941-91.0% | $12,998-94.5% | $6,918-89.6% |