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 |
|---|---|---|
BENEFITWORKS2+ years Filed as: BENEFITWORKS, INC Service code 15 · EIN 25-1460275 | Recordkeeping | $63,386 |
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 | $37,624 | $60,545-37.9% | $92,233-59.2% | $69,631-46.0% |
| Participation rate | 79.3% | 72.2%+7.2pp | 76.5%+2.8pp | 70.7%+8.6pp |
| Annual return | 18.48% | 19.71%-1.2pp | 176.28%-157.8pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $355 | $2,633-86.5% | $3,679-90.3% | $2,032-82.5% |
| Participant deferral / active EE | $2,145 | $2,828-24.1% | $3,897-45.0% | $3,224-33.5% |
| Admin fee / account holder | $173 | $145+19.6% | $5,194-96.7% | $110+56.8% |