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 AGENCY10+ years Filed as: THE JAMES P. REAGAN AGENCY INC. Service code 27 · EIN 16-1150253 | Advisory (Plan) | $72,493 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $14,763 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $402,278 | $81,460+393.8% | $103,333+289.3% | $80,856+397.5% |
| Participation rate | 92.0% | 66.8%+25.2pp | 74.5%+17.5pp | 67.6%+24.4pp |
| Annual return | 15.46% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $22,387 | $3,105+621.0% | $3,868+478.8% | $2,755+712.7% |
| Participant deferral / active EE | $3,403 | $3,869-12.0% | $5,057-32.7% | $4,296-20.8% |
| Admin fee / account holder | $864 | $6,566-86.8% | $8,355-89.7% | $6,918-87.5% |