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 | $25,957 |
Service code 13 · EIN 20-4548831 | Contract Administrator | $2,730 |
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGENCY Service code 49 · EIN 13-2896238 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,231 | $76,000-39.2% | $154,107-70.0% | $64,186-28.0% |
| Participation rate | 88.7% | 70.4%+18.2pp | 83.0%+5.6pp | 69.6%+19.1pp |
| Annual return | -6.75% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,865 | $3,175+21.7% | $5,081-23.9% | $3,470+11.4% |
| Admin fee / account holder | $296 | $5,596-94.7% | $13,411-97.8% | $4,888-93.9% |