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 |
|---|---|---|
ALPHA FINANCIAL PARTNERS6 years Service code 99 · EIN 84-4135983 | Other Fees | $39,017 |
BENEFITS ADMINISTRATORS, LLC5 years Filed as: BENEFITS ADMINISTRATORS Service code 49 | Other Services | $9,359 |
BENEFITS ADMINISTRATORS, LLC6 years Filed as: BENEFIT ADMINISTRATORS, LLC Service code 49 · EIN 61-1291181 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,736 | $83,369+24.4% | $105,223-1.4% | $67,986+52.6% |
| Participation rate | 81.3% | 56.3%+25.0pp | 75.0%+6.3pp | 57.2%+24.1pp |
| Annual return | 16.56% | 24.64%-8.1pp | 180.65%-164.1pp | 31.67%-15.1pp |
| Employer contribution / active EE | $2,705 | $2,541+6.5% | $3,689-26.7% | $2,019+34.0% |
| Participant deferral / active EE | $6,852 | $3,295+107.9% | $5,072+35.1% | $3,358+104.1% |
| Admin fee / account holder | $447 | $4,073-89.0% | $8,859-95.0% | $3,203-86.1% |