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, LLC4 years Service code 15 · EIN 41-2046279 | Recordkeeping | $80,340 |
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 | $74,514 | $63,114+18.1% | $92,893-19.8% | $65,185+14.3% |
| Participation rate | 75.0% | 68.8%+6.2pp | 76.0%-1.0pp | 70.2%+4.8pp |
| Annual return | 17.59% | 28.75%-11.2pp | 109.41%-91.8pp | 29.38%-11.8pp |
| Employer contribution / active EE | $5,355 | $2,571+108.3% | $3,653+46.6% | $2,177+146.0% |
| Participant deferral / active EE | $1,290 | $3,108-58.5% | $4,236-69.6% | $3,514-63.3% |
| Admin fee / account holder | $458 | $624-26.6% | $5,794-92.1% | $847-46.0% |