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 | $102,382-45.8% | $147,005-62.2% | $80,874-31.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.17% | 134.89%-122.7pp | 418.76%-406.6pp | 35.62%-23.4pp |
| Employer contribution / active EE | $3,782 | $3,715+1.8% | $4,934-23.4% | $2,756+37.2% |
| Participant deferral / active EE | $8,373 | $6,646+26.0% | $8,070+3.8% | $4,297+94.9% |
| Admin fee / account holder | $717 | $7,942-91.0% | $13,006-94.5% | $6,935-89.7% |