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 | $56,479 |
S B H U LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $3,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,313 | $58,778-41.6% | $129,207-73.4% | $77,643-55.8% |
| Participation rate | 46.3% | 59.2%-13.0pp | 69.6%-23.3pp | 70.6%-24.3pp |
| Annual return | 13.68% | 24.73%-11.0pp | 9417.33%-9403.6pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,400 | $1,952-28.3% | $4,153-66.3% | $2,726-48.7% |
| Participant deferral / active EE | $1,961 | $3,212-39.0% | $4,168-53.0% | $4,647-57.8% |
| Admin fee / account holder | $304 | $589-48.5% | $7,715-96.1% | $430-29.5% |