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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $9,423 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,298 | $63,861-21.2% | $104,607-51.9% | $79,858-37.0% |
| Participation rate | 44.2% | 64.9%-20.7pp | 74.1%-29.9pp | 69.6%-25.4pp |
| Annual return | 14.43% | 21.30%-6.9pp | 340.46%-326.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $423 | $2,693-84.3% | $3,740-88.7% | $3,740-88.7% |
| Admin fee / account holder | $133 | $4,185-96.8% | $6,473-97.9% | $5,306-97.5% |