Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $60,138 |
S B H U LIFE AGENCY INC4 years Service code 49 · EIN 13-2896238 | Other Services | $33,862 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,130 | $80,705+102.1% | $115,768+40.9% | $67,986+139.9% |
| Participation rate | 84.5% | 63.0%+21.5pp | 74.4%+10.1pp | 57.2%+27.3pp |
| Annual return | 16.93% | 18.49%-1.6pp | 100.46%-83.5pp | 31.67%-14.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $5,043 | $3,559+41.7% | $4,917+2.6% | $3,358+50.2% |
| Admin fee / account holder | $497 | $4,135-88.0% | $12,439-96.0% | $3,203-84.5% |