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 |
|---|---|---|
S B H U LIFE AGENCY INC4+ years Service code 49 · EIN 13-2896238 | Other Services | $1,082 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $600 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,346 | $58,083+7.3% | $80,019-22.1% | $56,287+10.8% |
| Participation rate | 91.2% | 73.6%+17.6pp | 75.8%+15.4pp | 69.9%+21.4pp |
| Annual return | -5.84% | 34.61%-40.4pp | 11.22%-17.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,643 | $1,932+36.8% | $2,468+7.1% | $2,111+25.2% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $4 | $623-99.4% | $6,521-99.9% | $521-99.3% |