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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES, INC Service code 15 · EIN 16-1503696 | Recordkeeping | $33,720 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $5,564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,375 | $37,117-31.6% | $147,614-82.8% | $55,191-54.0% |
| Participation rate | 70.0% | 63.6%+6.4pp | 84.6%-14.7pp | 69.2%+0.8pp |
| Annual return | 0.15% | 3.44%-3.3pp | 61.98%-61.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $469 | $1,620-71.0% | $5,564-91.6% | $1,899-75.3% |
| Participant deferral / active EE | $1,005 | $1,985-49.4% | $4,895-79.5% | $3,046-67.0% |
| Admin fee / account holder | $154 | $86+80.0% | $11,611-98.7% | $91+69.7% |