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 | $45,101 |
SBHU LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $24,056 |
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 | $61,733 | $47,977+28.7% | $154,107-59.9% | $56,287+9.7% |
| Participation rate | 70.5% | 66.2%+4.4pp | 83.0%-12.5pp | 69.9%+0.7pp |
| Annual return | -2.57% | 3.54%-6.1pp | 735.12%-737.7pp | -9.96%+7.4pp |
| Employer contribution / active EE | $1,440 | $2,169-33.6% | $5,298-72.8% | $2,111-31.8% |
| Participant deferral / active EE | $3,510 | $2,392+46.8% | $5,081-30.9% | $3,350+4.8% |
| Admin fee / account holder | $359 | $438-18.0% | $13,411-97.3% | $521-31.0% |