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 | $15,417 |
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 | $9,907 | $55,415-82.1% | $155,509-93.6% | $74,495-86.7% |
| Participation rate | 89.6% | 61.9%+27.6pp | 78.2%+11.4pp | 67.2%+22.4pp |
| Annual return | 19.04% | 268.50%-249.5pp | 64.67%-45.6pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $727 | $2,267-67.9% | $4,672-84.4% | $2,623-72.3% |
| Participant deferral / active EE | $974 | $2,836-65.7% | $5,626-82.7% | $4,346-77.6% |
| Admin fee / account holder | $82 | $1,738-95.3% | $15,912-99.5% | $1,942-95.8% |