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 | $35,745 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,925 | $68,346-25.5% | $94,646-46.2% | $75,163-32.2% |
| Participation rate | 93.7% | 76.1%+17.6pp | 80.8%+12.8pp | 67.2%+26.5pp |
| Annual return | 19.55% | 616.93%-597.4pp | 156.71%-137.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $473 | $2,701-82.5% | $3,672-87.1% | $2,670-82.3% |
| Participant deferral / active EE | $7,941 | $6,537+21.5% | $7,418+7.0% | $4,125+92.5% |
| Admin fee / account holder | $368 | $5,326-93.1% | $7,231-94.9% | $5,651-93.5% |