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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 | $360,809 | $54,193+565.8% | $93,606+285.5% | $77,643+364.7% |
| Participation rate | 97.2% | 63.9%+33.3pp | 68.7%+28.5pp | 70.6%+26.7pp |
| Annual return | 10.98% | 30.54%-19.6pp | 133.20%-122.2pp | 31.24%-20.3pp |
| Employer contribution / active EE | $14,484 | $1,168+1140.1% | $2,420+498.6% | $2,726+431.4% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,285-100.0% | $430-100.0% |