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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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 47-0617162 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,830 | $54,701+568.8% | $86,188+324.5% | $71,457+412.0% |
| Participation rate | 97.5% | 60.1%+37.4pp | 69.0%+28.6pp | 67.9%+29.6pp |
| Annual return | 11.48% | 20.06%-8.6pp | 1168.45%-1157.0pp | 28.85%-17.4pp |
| Employer contribution / active EE | $12,397 | $1,265+879.9% | $2,380+420.8% | $2,588+379.1% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,852-100.0% | $1,587-100.0% |