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 |
|---|---|---|
SBHU LIFE AGENCY INC1 year Service code 49 | Other Services | $40,886 |
CDM RETIREMENT CONSULTANTS, INC.2+ years Service code 15 · EIN 52-2136664 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $5,535 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 711 HIGH ST. · DES MOINES, IA 503921200 | Contract Administrator | $490 |
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGENCY Service code 49 · EIN 13-2896238 1 NEW YORK PLZ FL 12 · NEW YORK, NY 100041901 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $79,251 | $42,546+86.3% | $71,796+10.4% | $55,167+43.7% |
| Participation rate | 69.3% | 59.1%+10.2pp | 69.1%+0.2pp | 69.0%+0.3pp |
| Annual return | 9.45% | 12.36%-2.9pp | 78.04%-68.6pp | 169.23%-159.8pp |
| Employer contribution / active EE | $1,834 | $803+128.3% | $1,924-4.7% | $1,963-6.6% |
| Participant deferral / active EE | $2,375 | $2,064+15.1% | $2,794-15.0% | $3,054-22.2% |
| Admin fee / account holder | $4 | $650-99.3% | $4,815-99.9% | $504-99.1% |