See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS5+ years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 12 · EIN 16-1503696 | Claims processing; Recordkeeping and ... | $7,036 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,507 | $43,133-61.7% | $89,391-81.5% | $73,488-77.5% |
| Participation rate | 81.5% | 55.0%+26.6pp | 68.0%+13.6pp | 70.7%+10.9pp |
| Annual return | 67.27% | 135.66%-68.4pp | 245.62%-178.3pp | 28.51%+38.8pp |
| Employer contribution / active EE | $148 | $1,438-89.7% | $2,586-94.3% | $2,270-93.5% |
| Participant deferral / active EE | $2,103 | $2,445-14.0% | $3,890-45.9% | $3,740-43.8% |
| Admin fee / account holder | $55 | $444-87.5% | $4,881-98.9% | $513-89.2% |