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, LLC8 years Service code 15 · EIN 41-2046279 | Recordkeeping | $79,259 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,169 | $76,670+5.9% | $96,683-16.0% | $71,457+13.6% |
| Participation rate | 70.1% | 66.6%+3.5pp | 74.3%-4.3pp | 67.9%+2.1pp |
| Annual return | 15.99% | 48.29%-32.3pp | 35.69%-19.7pp | 28.85%-12.9pp |
| Employer contribution / active EE | $4,584 | $3,031+51.2% | $3,737+22.7% | $2,588+77.1% |
| Participant deferral / active EE | $1,652 | $3,771-56.2% | $4,878-66.1% | $4,289-61.5% |
| Admin fee / account holder | $448 | $2,028-77.9% | $6,730-93.3% | $1,587-71.8% |