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 | $52,798 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $143,958 | $132,049+9.0% | $200,582-28.2% | $74,304+93.7% |
| Participation rate | 92.1% | 84.1%+8.0pp | 86.9%+5.2pp | 60.3%+31.8pp |
| Annual return | 12.48% | 22.22%-9.7pp | 42.33%-29.9pp | 29.43%-17.0pp |
| Employer contribution / active EE | $2,268 | $4,558-50.2% | $6,419-64.7% | $2,241+1.2% |
| Participant deferral / active EE | $7,834 | $7,213+8.6% | $9,331-16.0% | $3,767+108.0% |
| Admin fee / account holder | $274 | $2,405-88.6% | $16,305-98.3% | $2,969-90.8% |