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 AGENCY9+ years Service code 19 · EIN 16-1150253 | Securities Custodian | $71,725 |
Filed as: BENEFIT PLANS ADMIN SERVICES INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $45,021 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,421 | $49,693+21.6% | $70,515-14.3% | $74,419-18.8% |
| Participation rate | 53.0% | 64.7%-11.7pp | 68.3%-15.4pp | 70.7%-17.7pp |
| Annual return | 16.46% | 21.22%-4.8pp | 32.77%-16.3pp | 34.38%-17.9pp |
| Employer contribution / active EE | $1,210 | $1,773-31.8% | $2,973-59.3% | $2,637-54.1% |
| Participant deferral / active EE | $2,834 | $3,376-16.1% | $4,567-37.9% | $4,528-37.4% |
| Admin fee / account holder | $274 | $316-13.2% | $6,412-95.7% | $348-21.2% |