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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $8,729 |
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 | $46,841 | $44,642+4.9% | $91,220-48.7% | $66,914-30.0% |
| Participation rate | 38.1% | 64.9%-26.8pp | 73.2%-35.1pp | 69.8%-31.7pp |
| Annual return | -15.46% | -12.29%-3.2pp | 114.01%-129.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $0 | $1,706-100.0% | $2,850-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,021 | $3,349-69.5% | $4,234-75.9% | $4,237-75.9% |
| Admin fee / account holder | $113 | $521-78.3% | $5,420-97.9% | $593-80.9% |