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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,006 |
S B H U LIFE AGENCY INC1 year Filed as: S B H U LIFE AGENCY INC. Service code 49 | Other Services | $12,494 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,729 | $27,839+164.8% | $58,482+26.1% | $71,457+3.2% |
| Participation rate | 54.0% | 34.5%+19.5pp | 50.9%+3.2pp | 67.9%-13.9pp |
| Annual return | 17.67% | 26.81%-9.1pp | 4239.32%-4221.6pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,754 | $631+178.1% | $1,053+66.5% | $2,588-32.2% |
| Participant deferral / active EE | $4,848 | $1,206+301.9% | $1,924+152.0% | $4,289+13.0% |
| Admin fee / account holder | $306 | $1,641-81.3% | $2,516-87.8% | $1,587-80.7% |