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 |
|---|---|---|
BENECO SYSTEMS, LLC4+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $41,370 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,619 | $103,376-83.0% | $87,100-79.8% | $152,861-88.5% |
| Participation rate | 35.3% | 79.3%-44.1pp | 76.9%-41.6pp | 82.4%-47.2pp |
| Annual return | 33.62% | 28.10%+5.5pp | 28.19%+5.4pp | 345.32%-311.7pp |
| Employer contribution / active EE | $15,683 | $3,220+387.0% | $2,521+522.0% | $4,762+229.3% |
| Participant deferral / active EE | $1,359 | $4,778-71.6% | $4,049-66.4% | $5,850-76.8% |
| Admin fee / account holder | $1,118 | $12,205-90.8% | $7,497-85.1% | $11,596-90.4% |