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 9-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 |
|---|---|---|
BENECO SYSTEMS, LLC4 years Service code 15 · EIN 41-2046279 | Recordkeeping | $29,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,609 | $60,261-75.8% | $81,783-82.1% | $74,546-80.4% |
| Participation rate | 59.1% | 62.9%-3.7pp | 72.4%-13.2pp | 67.2%-8.1pp |
| Annual return | 11.64% | 16.88%-5.2pp | 775.05%-763.4pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $3,750 | $2,622+43.0% | $2,913+28.7% | $2,624+42.9% |
| Participant deferral / active EE | $426 | $3,388-87.4% | $4,320-90.1% | $4,347-90.2% |
| Admin fee / account holder | $202 | $1,482-86.4% | $7,380-97.3% | $1,944-89.6% |