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 | $38,563 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $18,266 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $9,750 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 | $70,211 | $82,978-15.4% | $129,995-46.0% | $71,457-1.7% |
| Participation rate | 84.6% | 74.1%+10.5pp | 78.5%+6.1pp | 67.9%+16.6pp |
| Annual return | 39.28% | 20.60%+18.7pp | -137.18%+176.5pp | 28.85%+10.4pp |
| Employer contribution / active EE | $2,457 | $2,622-6.3% | $4,320-43.1% | $2,588-5.1% |
| Participant deferral / active EE | $4,770 | $4,432+7.6% | $5,820-18.0% | $4,289+11.2% |
| Admin fee / account holder | $329 | $1,729-81.0% | $10,614-96.9% | $1,587-79.3% |