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, LLC6 years Service code 15 · EIN 41-2046279 | Recordkeeping | $85,959 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,490 | $77,660+15.2% | $109,143-18.0% | $79,386+12.7% |
| Participation rate | 67.0% | 67.8%-0.8pp | 75.9%-8.9pp | 70.7%-3.7pp |
| Annual return | 11.03% | 23.44%-12.4pp | 25.75%-14.7pp | 116.85%-105.8pp |
| Employer contribution / active EE | $3,248 | $2,797+16.1% | $3,722-12.7% | $2,427+33.8% |
| Participant deferral / active EE | $1,372 | $3,518-61.0% | $4,653-70.5% | $4,046-66.1% |
| Admin fee / account holder | $500 | $732-31.7% | $6,752-92.6% | $626-20.2% |