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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $423,868 |
SHBU LIFE AGENCY INC3 years Filed as: SHBU LIFE AGENCY, INC. Service code 49 | Other Services | $157,905 |
Service code 13 · EIN 38-3220894 | Contract Administrator | $22,189 |
SBHU LIFE AGENCY INC3 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 | $61,280 | $110,299-44.4% | $102,423-40.2% | $199,593-69.3% |
| Participation rate | 93.3% | 86.3%+7.0pp | 76.5%+16.8pp | 72.0%+21.3pp |
| Annual return | 18.95% | 35.73%-16.8pp | 29.32%-10.4pp | 34.25%-15.3pp |
| Employer contribution / active EE | $1,909 | $3,603-47.0% | $3,023-36.9% | $3,034-37.1% |
| Participant deferral / active EE | $4,735 | $6,376-25.7% | $5,053-6.3% | $5,087-6.9% |
| Admin fee / account holder | $203 | $122+66.2% | $9,451-97.8% | $269-24.4% |