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 AGENCY7+ years Filed as: THE JAMES P. REAGAN AGENCY INC. Service code 19 · EIN 16-1150253 | Securities Custodian | $78,930 |
Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $19,504 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $374,974 | $78,672+376.6% | $109,143+243.6% | $85,850+336.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 16.86% | 25.09%-8.2pp | 25.75%-8.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $23,714 | $2,735+767.1% | $3,722+537.1% | $2,565+824.5% |
| Participant deferral / active EE | $4,244 | $3,467+22.4% | $4,653-8.8% | $3,952+7.4% |
| Admin fee / account holder | $1,058 | $5,469-80.6% | $6,752-84.3% | $6,260-83.1% |