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 |
|---|---|---|
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $17,202 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,887 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,357 | $79,171+39.4% | $102,423+7.7% | $74,495+48.1% |
| Participation rate | 99.0% | 74.8%+24.2pp | 76.5%+22.5pp | 67.2%+31.8pp |
| Annual return | 14.05% | 54.93%-40.9pp | 29.32%-15.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $5,274 | $2,362+123.3% | $3,023+74.4% | $2,623+101.1% |
| Participant deferral / active EE | $9,304 | $4,415+110.7% | $5,053+84.1% | $4,346+114.1% |
| Admin fee / account holder | $50 | $2,001-97.5% | $9,451-99.5% | $1,942-97.4% |