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 10-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 |
|---|---|---|
CARMICHAEL HILL6+ years Service code 26 18 EAST DIAMOND AVE · GAITHERSBURG, MD 20877 | Advisory (Participants) | $18,376 |
Filed as: BENEFIT PLAN ADMIN SERIVES, INC. Service code 14 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Plan Administrator | $17,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,828 | $54,573+46.3% | $90,951-12.2% | $73,488+8.6% |
| Participation rate | 57.7% | 61.2%-3.4pp | 69.0%-11.3pp | 70.7%-13.0pp |
| Annual return | 14.57% | 16.69%-2.1pp | 134.60%-120.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $154 | $991-84.5% | $2,122-92.8% | $2,270-93.2% |
| Participant deferral / active EE | $1,956 | $2,517-22.3% | $3,373-42.0% | $3,740-47.7% |
| Admin fee / account holder | $356 | $521-31.7% | $5,959-94.0% | $513-30.6% |