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 INC1 year Service code 49 · EIN 13-2896238 | Other Services | $21,735 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,582 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $101,591 | $60,776+67.2% | $85,682+18.6% | $79,386+28.0% |
| Participation rate | 95.3% | 62.1%+33.2pp | 69.9%+25.4pp | 70.7%+24.6pp |
| Annual return | 16.06% | 16.57%-0.5pp | 21.49%-5.4pp | 116.85%-100.8pp |
| Employer contribution / active EE | $2,137 | $1,663+28.5% | $2,618-18.4% | $2,427-12.0% |
| Participant deferral / active EE | $3,767 | $2,919+29.1% | $3,923-4.0% | $4,046-6.9% |
| Admin fee / account holder | $22 | $438-95.1% | $6,873-99.7% | $626-96.6% |