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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 711 HIGH ST. · DES MOINES, IA 503921200 | Contract Administrator | $47,236 |
SBHU LIFE AGENCY INC8 years Service code 49 | Other Services | $25,850 |
Filed as: TIGER'S EYE BENEFITS CONSULTING Service code 13 · EIN 52-1875589 147 W WASHINGTON STREET · HAGERSTOWN, MD 21740 | Contract Administrator | $10,194 |
SBHU LIFE AGENCY INC8 years Filed as: SBHU LIFE AGENCY Service code 49 · EIN 13-2896238 1 NEW YORK PLZ FL 12 · NEW YORK, NY 100041901 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,662 | $54,701+40.1% | $86,188-11.1% | $71,457+7.3% |
| Participation rate | 82.5% | 60.1%+22.3pp | 69.0%+13.5pp | 67.9%+14.5pp |
| Annual return | 13.81% | 20.06%-6.2pp | 1168.45%-1154.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $1,595 | $1,265+26.1% | $2,380-33.0% | $2,588-38.4% |
| Participant deferral / active EE | $3,684 | $3,108+18.5% | $3,985-7.6% | $4,289-14.1% |
| Admin fee / account holder | $420 | $1,922-78.2% | $6,852-93.9% | $1,587-73.6% |