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 AGENCY4+ years Service code 27 · EIN 16-1150253 | Advisory (Plan) | $59,909 |
Filed as: BENEFIT PLANS ADMIN SERVICES INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $38,533 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,317 | $41,467-2.8% | $67,313-40.1% | $55,725-27.7% |
| Participation rate | 60.4% | 62.5%-2.1pp | 69.1%-8.7pp | 70.9%-10.5pp |
| Annual return | -3.78% | 0.82%-4.6pp | -4.08%+0.3pp | 244.93%-248.7pp |
| Employer contribution / active EE | $399 | $1,316-69.7% | $2,566-84.4% | $2,078-80.8% |
| Participant deferral / active EE | $2,219 | $2,399-7.5% | $3,568-37.8% | $3,356-33.9% |
| Admin fee / account holder | $245 | $102+140.5% | $4,507-94.6% | $115+113.1% |