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 |
|---|---|---|
BENSLER, LLC1 year Filed as: BENSLER LLC Service code 16 · EIN 71-1004774 | Consulting | $18,400 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,320 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,363 | $122,239-62.1% | $184,203-74.8% | $74,495-37.8% |
| Participation rate | 84.4% | 85.5%-1.0pp | 86.8%-2.4pp | 67.2%+17.2pp |
| Annual return | 13.67% | 19.95%-6.3pp | 28.81%-15.1pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,889 | $4,537-58.4% | $6,427-70.6% | $2,623-28.0% |
| Participant deferral / active EE | $3,337 | $7,139-53.2% | $9,131-63.5% | $4,346-23.2% |
| Admin fee / account holder | $8 | $1,260-99.4% | $13,901-99.9% | $1,942-99.6% |