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, LLC9 years Service code 15 · EIN 41-2046279 | Recordkeeping | $87,259 |
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 | $81,316 | $80,724+0.7% | $103,333-21.3% | $74,495+9.2% |
| Participation rate | 68.6% | 65.7%+2.9pp | 74.5%-5.9pp | 67.2%+1.4pp |
| Annual return | 10.94% | 27.56%-16.6pp | 24.88%-13.9pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $5,420 | $3,157+71.7% | $3,868+40.1% | $2,623+106.7% |
| Participant deferral / active EE | $1,565 | $3,860-59.4% | $5,057-69.0% | $4,346-64.0% |
| Admin fee / account holder | $462 | $2,368-80.5% | $8,355-94.5% | $1,942-76.2% |