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 | $45,570 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $4,190 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,672 | $46,173-42.2% | $170,442-84.4% | $69,631-61.7% |
| Participation rate | 79.4% | 63.9%+15.5pp | 83.6%-4.2pp | 70.7%+8.7pp |
| Annual return | 10.71% | 21.62%-10.9pp | 205.93%-195.2pp | 27571.02%-27560.3pp |
| Employer contribution / active EE | $562 | $1,610-65.1% | $5,433-89.7% | $2,032-72.3% |
| Participant deferral / active EE | $1,270 | $2,080-38.9% | $4,939-74.3% | $3,224-60.6% |
| Admin fee / account holder | $174 | $116+50.0% | $13,880-98.7% | $110+57.5% |