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 |
|---|---|---|
SBHU LIFE AGENCY INC1 year Filed as: SBHU LIFE AGCY Service code 22 · EIN 13-2896238 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,307 | $79,523-51.8% | $140,016-72.6% | $56,287-31.9% |
| Participation rate | 90.9% | 85.7%+5.1pp | 87.5%+3.4pp | 69.9%+21.0pp |
| Annual return | -6.42% | 2.39%-8.8pp | 651.12%-657.5pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,459 | $3,350-56.5% | $5,606-74.0% | $2,111-30.9% |
| Participant deferral / active EE | $3,281 | $5,129-36.0% | $6,927-52.6% | $3,350-2.0% |
| Admin fee / account holder | $25 | $614-95.9% | $10,705-99.8% | $521-95.1% |