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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICE, INC. Service code 14 · EIN 16-1503696 | Plan Administrator | $11,778 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,357 | $61,156-84.7% | $185,823-95.0% | $79,386-88.2% |
| Participation rate | 78.2% | 66.6%+11.5pp | 81.7%-3.5pp | 70.7%+7.5pp |
| Annual return | 24.01% | 19.45%+4.6pp | 122.05%-98.0pp | 116.85%-92.8pp |
| Employer contribution / active EE | $470 | $2,321-79.7% | $5,167-90.9% | $2,427-80.6% |
| Participant deferral / active EE | $643 | $2,789-77.0% | $5,568-88.5% | $4,046-84.1% |
| Admin fee / account holder | $78 | $710-89.1% | $16,237-99.5% | $626-87.6% |