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 AGENCY9+ years Filed as: THE JAMES P. REAGAN AGENCY INC. Service code 27 · EIN 16-1150253 | Advisory (Plan) | $74,954 |
Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $19,247 |
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 | $361,225 | $73,933+388.6% | $96,683+273.6% | $75,163+380.6% |
| Participation rate | 92.4% | 66.4%+26.0pp | 74.3%+18.1pp | 67.2%+25.2pp |
| Annual return | 18.24% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $24,004 | $2,928+719.9% | $3,737+542.4% | $2,670+799.1% |
| Participant deferral / active EE | $3,931 | $3,659+7.4% | $4,878-19.4% | $4,125-4.7% |
| Admin fee / account holder | $981 | $5,216-81.2% | $6,730-85.4% | $5,651-82.6% |