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 INC11+ years Service code 49 · EIN 13-2896238 | Other Services | $1,406 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,350 |
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 | $78,270 | $84,556-7.4% | $116,228-32.7% | $74,304+5.3% |
| Participation rate | 85.3% | 66.0%+19.3pp | 74.6%+10.8pp | 60.3%+25.0pp |
| Annual return | 12.21% | 18.35%-6.1pp | 90.06%-77.8pp | 29.43%-17.2pp |
| Employer contribution / active EE | $6,422 | $2,168+196.3% | $2,994+114.5% | $2,241+186.5% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $4,953-100.0% | $3,767-100.0% |
| Admin fee / account holder | $8 | $3,792-99.8% | $11,989-99.9% | $2,969-99.7% |