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 99 · EIN 95-3845382 | Other Fees | $38,918 |
BENE TRACK INC.1 year Filed as: BENE TRAK INC. Service code 49 STE 100 250 N PATRICK BLVD · BROOKFIELD, WI 53045 | Other Services | $5,118 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,371 | $49,451+16.0% | $79,550-27.9% | $66,914-14.3% |
| Participation rate | 96.8% | 61.3%+35.5pp | 69.5%+27.3pp | 69.8%+27.0pp |
| Annual return | -14.07% | 84.25%-98.3pp | 0.16%-14.2pp | 1.58%-15.7pp |
| Employer contribution / active EE | $1,062 | $1,266-16.1% | $2,413-56.0% | $2,544-58.3% |
| Participant deferral / active EE | $5,762 | $3,159+82.4% | $3,985+44.6% | $4,237+36.0% |
| Admin fee / account holder | $84 | $595-85.9% | $6,832-98.8% | $593-85.9% |