See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $62,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,691 | $55,415-41.0% | $155,509-79.0% | $74,495-56.1% |
| Participation rate | 99.6% | 61.9%+37.7pp | 78.2%+21.4pp | 67.2%+32.4pp |
| Annual return | 14.11% | 268.50%-254.4pp | 64.67%-50.6pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,729 | $2,267-23.7% | $4,672-63.0% | $2,623-34.1% |
| Participant deferral / active EE | $2,250 | $2,836-20.7% | $5,626-60.0% | $4,346-48.2% |
| Admin fee / account holder | $186 | $1,738-89.3% | $15,912-98.8% | $1,942-90.4% |