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 AGENCY5+ years Filed as: THE JAMES P. REAGAN AGENCY INC. Service code 19 · EIN 16-1150253 | Securities Custodian | $65,157 |
Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $16,999 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $277,216 | $65,365+324.1% | $92,893+198.4% | $72,985+279.8% |
| Participation rate | 94.9% | 68.3%+26.6pp | 76.0%+18.9pp | 69.5%+25.4pp |
| Annual return | 24.20% | 42.10%-17.9pp | 109.41%-85.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $21,519 | $2,594+729.5% | $3,653+489.1% | $2,440+782.0% |
| Participant deferral / active EE | $3,957 | $3,128+26.5% | $4,236-6.6% | $3,607+9.7% |
| Admin fee / account holder | $782 | $4,251-81.6% | $5,794-86.5% | $5,124-84.7% |