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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $31,349 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,396 | $79,700-46.8% | $153,485-72.4% | $74,495-43.1% |
| Participation rate | 82.2% | 69.8%+12.4pp | 77.1%+5.1pp | 67.2%+15.0pp |
| Annual return | 12.31% | 15.07%-2.8pp | 15.65%-3.3pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,441 | $4,016-39.2% | $5,039-51.6% | $2,623-6.9% |
| Participant deferral / active EE | $2,533 | $5,315-52.3% | $6,757-62.5% | $4,346-41.7% |
| Admin fee / account holder | $151 | $1,790-91.5% | $12,724-98.8% | $1,942-92.2% |