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 | $22,102 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,708 | $79,171-54.9% | $102,423-65.1% | $74,495-52.1% |
| Participation rate | 68.2% | 74.8%-6.6pp | 76.5%-8.3pp | 67.2%+1.0pp |
| Annual return | 11.42% | 54.93%-43.5pp | 29.32%-17.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,077 | $2,362-54.4% | $3,023-64.4% | $2,623-58.9% |
| Participant deferral / active EE | $3,487 | $4,415-21.0% | $5,053-31.0% | $4,346-19.8% |
| Admin fee / account holder | $186 | $2,001-90.7% | $9,451-98.0% | $1,942-90.4% |