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 | $51,420 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $3,854 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,236 | $62,928-58.3% | $172,739-84.8% | $67,579-61.2% |
| Participation rate | 88.2% | 64.5%+23.8pp | 82.6%+5.6pp | 71.3%+16.9pp |
| Annual return | 14.96% | 30.36%-15.4pp | 802.84%-787.9pp | 378.56%-363.6pp |
| Employer contribution / active EE | $574 | $1,636-64.9% | $5,143-88.8% | $2,148-73.3% |
| Participant deferral / active EE | $1,393 | $2,145-35.1% | $5,198-73.2% | $3,539-60.7% |
| Admin fee / account holder | $178 | $167+6.7% | $13,954-98.7% | $142+25.0% |