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 AGENCY6+ years Service code 27 · EIN 16-1150253 | Advisory (Plan) | $69,104 |
Filed as: BENEFIT PLANS ADMIN SERVICES INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $27,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,092 | $51,288+3.5% | $81,983-35.2% | $73,409-27.7% |
| Participation rate | 58.9% | 64.0%-5.1pp | 69.2%-10.3pp | 72.2%-13.3pp |
| Annual return | 14.39% | 29.48%-15.1pp | 41.31%-26.9pp | 59.29%-44.9pp |
| Employer contribution / active EE | $430 | $1,487-71.1% | $2,498-82.8% | $2,234-80.8% |
| Participant deferral / active EE | $2,320 | $2,715-14.6% | $3,722-37.7% | $3,805-39.0% |
| Admin fee / account holder | $228 | $125+82.3% | $5,664-96.0% | $158+44.6% |