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 | $15,406 |
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 | $8,889 | $65,061-86.3% | $143,757-93.8% | $66,914-86.7% |
| Participation rate | 82.9% | 65.2%+17.8pp | 80.3%+2.6pp | 69.8%+13.1pp |
| Annual return | 4.66% | -11.14%+15.8pp | -0.04%+4.7pp | 1.58%+3.1pp |
| Employer contribution / active EE | $558 | $2,361-76.3% | $4,951-88.7% | $2,544-78.1% |
| Participant deferral / active EE | $796 | $2,919-72.7% | $5,637-85.9% | $4,237-81.2% |
| Admin fee / account holder | $90 | $502-82.1% | $14,673-99.4% | $593-84.8% |