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 AGENCY8+ years Filed as: THE JAMES P. REAGAN AGENCY INC. Service code 19 · EIN 16-1150253 | Securities Custodian | $70,688 |
Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $16,844 |
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 | $314,389 | $64,707+385.9% | $112,228+180.1% | $68,494+359.0% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | -14.58% | -11.40%-3.2pp | 27.45%-42.0pp | -7.84%-6.7pp |
| Employer contribution / active EE | $23,320 | $2,746+749.3% | $3,635+541.6% | $2,596+798.2% |
| Participant deferral / active EE | $3,515 | $3,565-1.4% | $4,728-25.6% | $4,027-12.7% |
| Admin fee / account holder | $951 | $5,232-81.8% | $6,410-85.2% | $5,403-82.4% |