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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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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, 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 | $386,404 | $66,098+484.6% | $101,794+279.6% | $74,304+420.0% |
| Participation rate | 98.7% | 53.8%+45.0pp | 69.2%+29.5pp | 60.3%+38.4pp |
| Annual return | 8.58% | 19.59%-11.0pp | 30.53%-21.9pp | 29.43%-20.9pp |
| Employer contribution / active EE | $14,468 | $1,082+1237.7% | $2,289+532.1% | $2,241+545.6% |
| Participant deferral / active EE | $0 | $2,781-100.0% | $4,084-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $4,146-100.0% | $8,777-100.0% | $2,969-100.0% |