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 | $6,221 |
Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $6,102 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,830 | $46,292-55.0% | $143,757-85.5% | $64,808-67.9% |
| Participation rate | 79.0% | 64.2%+14.8pp | 80.3%-1.3pp | 71.5%+7.5pp |
| Annual return | 124.00% | -10.05%+134.0pp | -0.04%+124.0pp | 32.82%+91.2pp |
| Employer contribution / active EE | $1,971 | $1,910+3.2% | $4,951-60.2% | $2,506-21.3% |
| Participant deferral / active EE | $1,282 | $2,646-51.5% | $5,637-77.2% | $4,310-70.2% |
| Admin fee / account holder | $33 | $154-78.8% | $14,673-99.8% | $188-82.7% |