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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,841 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $2,672 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 · EIN 43-1829594 | Recordkeeping | $2,000 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $76 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,527 | $137,414-34.1% | $189,513-52.2% | $85,850+5.4% |
| Participation rate | 71.1% | 84.6%-13.5pp | 87.8%-16.7pp | 69.3%+1.8pp |
| Annual return | 14.71% | 38.14%-23.4pp | 555.15%-540.4pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,727 | $4,344-60.3% | $6,162-72.0% | $2,565-32.7% |
| Participant deferral / active EE | $3,599 | $6,260-42.5% | $8,221-56.2% | $3,952-8.9% |
| Admin fee / account holder | $205 | $8,630-97.6% | $12,045-98.3% | $6,260-96.7% |