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 INC10+ years Service code 49 · EIN 13-2896238 | Other Services | $1,393 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,173 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,349 | $78,485-9.1% | $106,213-32.8% | $74,495-4.2% |
| Participation rate | 86.9% | 72.8%+14.1pp | 75.3%+11.6pp | 67.2%+19.7pp |
| Annual return | 8.55% | 15.95%-7.4pp | 116.14%-107.6pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $5,607 | $2,523+122.3% | $3,171+76.8% | $2,623+113.8% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $7 | $2,232-99.7% | $11,033-99.9% | $1,942-99.6% |