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 |
|---|---|---|
BENEFIT PLANS SERVICES, INC.9+ years Filed as: BENEFIT PLANS SERVICES INC Service code 13 · EIN 55-0578023 P O BOX 2141 · HUNTINGTON, WV 25721 | Contract Administrator | $4,415 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,208 | $95,274-31.6% | $135,903-52.0% | $74,419-12.4% |
| Participation rate | 65.7% | 78.2%-12.4pp | 81.9%-16.2pp | 70.7%-5.0pp |
| Annual return | 16.71% | 32.77%-16.1pp | 68.23%-51.5pp | 34.38%-17.7pp |
| Employer contribution / active EE | $2,523 | $3,874-34.9% | $4,856-48.0% | $2,637-4.3% |
| Participant deferral / active EE | $4,135 | $7,782-46.9% | $7,758-46.7% | $4,528-8.7% |
| Admin fee / account holder | $119 | $266-55.1% | $10,762-98.9% | $348-65.7% |