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 AGENCY5+ years Service code 27 · EIN 16-1150253 | Advisory (Plan) | $53,391 |
Filed as: BENEFIT PLANS ADMIN SERVICES INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $33,361 |
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 | $47,943 | $46,423+3.3% | $75,886-36.8% | $67,579-29.1% |
| Participation rate | 58.7% | 63.1%-4.4pp | 69.3%-10.6pp | 71.3%-12.6pp |
| Annual return | 20.77% | 32.29%-11.5pp | 30.76%-10.0pp | 378.56%-357.8pp |
| Employer contribution / active EE | $419 | $1,406-70.2% | $2,500-83.2% | $2,148-80.5% |
| Participant deferral / active EE | $2,219 | $2,564-13.5% | $3,603-38.4% | $3,539-37.3% |
| Admin fee / account holder | $217 | $132+65.0% | $5,418-96.0% | $142+52.8% |