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 |
|---|---|---|
BENEFITWORKS1+ years Filed as: BENEFITWORKS, INC Service code 15 · EIN 25-1460275 | Recordkeeping | $53,649 |
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 | $29,639 | $57,921-48.8% | $84,750-65.0% | $57,658-48.6% |
| Participation rate | 76.6% | 72.9%+3.7pp | 76.6%0pp | 70.2%+6.4pp |
| Annual return | 13.15% | 10.24%+2.9pp | 22.78%-9.6pp | 5.13%+8.0pp |
| Employer contribution / active EE | $401 | $2,598-84.6% | $3,574-88.8% | $1,974-79.7% |
| Participant deferral / active EE | $2,039 | $2,742-25.6% | $3,712-45.1% | $3,061-33.4% |
| Admin fee / account holder | $144 | $130+11.2% | $5,332-97.3% | $95+52.6% |