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 6-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $357,423 |
SHBU LIFE AGENCY INC2 years Filed as: SHBU LIFE AGENCY, INC. Service code 49 | Other Services | $128,206 |
Service code 49 · EIN 38-3220894 | Other Services | $21,562 |
SBHU LIFE AGENCY INC2 years Filed as: SBHU LIFE AGENCY, INC. Service code 49 · EIN 13-2896238 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,892 | $104,697-44.7% | $96,544-40.0% | $80,160-27.8% |
| Participation rate | 93.6% | 86.4%+7.3pp | 76.0%+17.7pp | 72.9%+20.7pp |
| Annual return | 17.53% | 21.78%-4.3pp | 25.84%-8.3pp | 40.38%-22.9pp |
| Employer contribution / active EE | $2,893 | $3,536-18.2% | $2,965-2.4% | $2,978-2.8% |
| Participant deferral / active EE | $4,543 | $6,188-26.6% | $4,851-6.3% | $5,017-9.5% |
| Admin fee / account holder | $184 | $107+72.4% | $8,252-97.8% | $145+26.9% |