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 AGENCY6+ years Filed as: THE JAMES P. REAGAN AGENCY INC. Service code 19 · EIN 16-1150253 | Securities Custodian | $65,007 |
Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $23,750 |
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 | $298,838 | $72,277+313.5% | $101,248+195.2% | $79,858+274.2% |
| Participation rate | 98.6% | 68.5%+30.1pp | 75.8%+22.8pp | 69.6%+28.9pp |
| Annual return | 13.82% | 22.30%-8.5pp | 46.47%-32.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $23,379 | $2,692+768.6% | $3,660+538.9% | $2,471+846.2% |
| Participant deferral / active EE | $4,706 | $3,282+43.4% | $4,370+7.7% | $3,740+25.8% |
| Admin fee / account holder | $879 | $4,400-80.0% | $5,945-85.2% | $5,306-83.4% |