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 | $16,288 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $2,834 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 · EIN 43-1829594 | Recordkeeping | $2,000 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $57 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,283 | $102,553-15.9% | $151,611-43.1% | $66,914+28.9% |
| Participation rate | 65.4% | 85.5%-20.1pp | 87.5%-22.1pp | 69.8%-4.4pp |
| Annual return | -12.56% | -10.82%-1.7pp | 3.33%-15.9pp | 1.58%-14.1pp |
| Employer contribution / active EE | $1,794 | $4,180-57.1% | $6,166-70.9% | $2,544-29.5% |
| Participant deferral / active EE | $3,827 | $6,641-42.4% | $8,363-54.2% | $4,237-9.7% |
| Admin fee / account holder | $230 | $630-63.5% | $11,616-98.0% | $593-61.3% |