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 | $27,754 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $10,720 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,904 | $71,192-51.0% | $117,854-70.4% | $62,292-44.0% |
| Participation rate | 86.2% | 74.2%+12.0pp | 79.7%+6.5pp | 69.5%+16.7pp |
| Annual return | 11.15% | 18.66%-7.5pp | 335.08%-323.9pp | 28.90%-17.7pp |
| Employer contribution / active EE | $1,635 | $1,934-15.5% | $3,786-56.8% | $2,042-19.9% |
| Participant deferral / active EE | $1,898 | $3,189-40.5% | $4,482-57.7% | $3,169-40.1% |
| Admin fee / account holder | $248 | $587-57.8% | $8,020-96.9% | $479-48.3% |