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 | $86,944+19.3% | $107,525-3.5% | $74,304+39.6% |
| Participation rate | 81.3% | 59.6%+21.8pp | 75.1%+6.2pp | 60.3%+21.0pp |
| Annual return | 16.56% | 23.52%-7.0pp | 181.32%-164.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,705 | $2,757-1.9% | $3,754-27.9% | $2,241+20.7% |
| Participant deferral / active EE | $6,852 | $3,554+92.8% | $5,116+33.9% | $3,767+81.9% |
| Admin fee / account holder | $447 | $3,727-88.0% | $8,919-95.0% | $2,969-85.0% |