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 |
|---|---|---|
BENECO SYSTEMS, LLC3 years Service code 15 · EIN 41-2046279 | Recordkeeping | $85,583 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,882 | $55,449+22.4% | $83,848-19.0% | $56,287+20.6% |
| Participation rate | 72.0% | 68.0%+4.0pp | 76.1%-4.1pp | 69.9%+2.1pp |
| Annual return | -6.21% | -1.38%-4.8pp | 850.88%-857.1pp | -9.96%+3.7pp |
| Employer contribution / active EE | $5,196 | $2,430+113.8% | $3,631+43.1% | $2,111+146.2% |
| Participant deferral / active EE | $1,252 | $2,935-57.3% | $4,082-69.3% | $3,350-62.6% |
| Admin fee / account holder | $486 | $656-25.9% | $5,478-91.1% | $521-6.7% |