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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES INC Service code 15 · EIN 16-1503696 | Recordkeeping | $45,481 |
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 | $127,950 | $122,239+4.7% | $184,200-30.5% | $74,546+71.6% |
| Participation rate | 92.1% | 85.5%+6.6pp | 86.8%+5.2pp | 67.2%+24.9pp |
| Annual return | 12.95% | 19.95%-7.0pp | 28.80%-15.8pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $2,168 | $4,537-52.2% | $6,424-66.2% | $2,624-17.4% |
| Participant deferral / active EE | $7,607 | $7,139+6.6% | $9,132-16.7% | $4,347+75.0% |
| Admin fee / account holder | $232 | $1,260-81.6% | $13,907-98.3% | $1,944-88.1% |