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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC10+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $55,122 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,170 | $86,944-53.8% | $107,525-62.6% | $74,304-45.9% |
| Participation rate | 81.7% | 59.6%+22.2pp | 75.1%+6.7pp | 60.3%+21.4pp |
| Annual return | 13.89% | 23.52%-9.6pp | 181.32%-167.4pp | 29.43%-15.5pp |
| Employer contribution / active EE | $1,728 | $2,757-37.3% | $3,754-54.0% | $2,241-22.9% |
| Participant deferral / active EE | $1,385 | $3,554-61.0% | $5,116-72.9% | $3,767-63.2% |
| Admin fee / account holder | $385 | $3,727-89.7% | $8,919-95.7% | $2,969-87.0% |