See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS LLC Service code 49 · EIN 43-1829594 | Other Services | $0 |
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 | $68,142 | $55,371+23.1% | $95,585-28.7% | $74,304-8.3% |
| Participation rate | 76.9% | 53.8%+23.0pp | 72.1%+4.8pp | 60.3%+16.5pp |
| Annual return | 15.65% | 24.26%-8.6pp | 38.56%-22.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $2,165 | $1,437+50.6% | $2,527-14.3% | $2,241-3.4% |
| Participant deferral / active EE | $6,637 | $2,955+124.6% | $4,023+65.0% | $3,767+76.2% |
| Admin fee / account holder | $411 | $2,620-84.3% | $6,127-93.3% | $2,969-86.2% |