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 |
|---|---|---|
REAGAN COMPANIES ASSET MGMT.7 years Service code 19 · EIN 16-1150253 | Securities Custodian | $66,429 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $28,232 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,911 | $89,436-30.8% | $164,813-62.4% | $77,643-20.3% |
| Participation rate | 92.1% | 78.6%+13.5pp | 78.6%+13.5pp | 70.6%+21.5pp |
| Annual return | 14.70% | 28.83%-14.1pp | 69.93%-55.2pp | 31.24%-16.5pp |
| Employer contribution / active EE | $713 | $2,569-72.2% | $4,341-83.6% | $2,726-73.8% |
| Participant deferral / active EE | $5,023 | $4,897+2.6% | $6,031-16.7% | $4,647+8.1% |
| Admin fee / account holder | $222 | $339-34.5% | $12,690-98.2% | $430-48.4% |