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 AGENCY8+ years Service code 27 · EIN 16-1150253 | Advisory (Plan) | $68,529 |
Filed as: BENEFIT PLANS ADMIN SERVICES INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $43,901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,459 | $44,764+15.0% | $68,791-25.2% | $64,808-20.6% |
| Participation rate | 52.0% | 64.8%-12.8pp | 69.0%-17.0pp | 71.5%-19.5pp |
| Annual return | -14.17% | -10.91%-3.3pp | -6.38%-7.8pp | 32.82%-47.0pp |
| Employer contribution / active EE | $1,114 | $1,775-37.2% | $2,655-58.0% | $2,506-55.5% |
| Participant deferral / active EE | $2,686 | $3,238-17.0% | $3,941-31.8% | $4,310-37.7% |
| Admin fee / account holder | $260 | $151+71.6% | $4,932-94.7% | $188+38.3% |