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 | $32,249 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $8,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,681 | $58,083-11.0% | $80,019-35.4% | $56,287-8.2% |
| Participation rate | 58.5% | 73.6%-15.1pp | 75.8%-17.4pp | 69.9%-11.4pp |
| Annual return | -1.64% | 34.61%-36.3pp | 11.22%-12.9pp | -9.96%+8.3pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,991 | $3,135-4.6% | $3,686-18.9% | $3,350-10.7% |
| Admin fee / account holder | $362 | $623-41.8% | $6,521-94.4% | $521-30.4% |