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 |
|---|---|---|
JAMES P REAGAN AGENCY3+ years Filed as: THE JAMES P. REAGAN AGENCY INC. Service code 19 · EIN 16-1150253 | Securities Custodian | $59,881 |
Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $13,468 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,128 | $63,346+339.1% | $92,233+201.5% | $70,131+296.6% |
| Participation rate | 92.0% | 68.7%+23.3pp | 76.5%+15.5pp | 69.5%+22.5pp |
| Annual return | 18.18% | 530.12%-511.9pp | 176.28%-158.1pp | 73.14%-55.0pp |
| Employer contribution / active EE | $18,749 | $2,471+658.7% | $3,679+409.6% | $2,342+700.4% |
| Participant deferral / active EE | $2,695 | $2,854-5.5% | $3,897-30.8% | $3,332-19.1% |
| Admin fee / account holder | $756 | $3,840-80.3% | $5,194-85.4% | $4,645-83.7% |