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 INC8+ years Service code 49 · EIN 13-2896238 | Other Services | $1,585 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,838 | $72,607-20.3% | $90,749-36.3% | $66,914-13.6% |
| Participation rate | 82.7% | 73.7%+9.1pp | 75.7%+7.0pp | 69.8%+12.9pp |
| Annual return | -14.92% | -12.28%-2.6pp | -12.16%-2.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $12,727 | $2,369+437.3% | $2,921+335.7% | $2,544+400.2% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $6 | $707-99.1% | $8,445-99.9% | $593-98.9% |