See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $2,034 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,441 | $102,317+18.7% | $146,958-17.4% | $80,856+50.2% |
| Participation rate | 70.4% | 75.8%-5.5pp | 82.2%-11.8pp | 67.6%+2.7pp |
| Annual return | 16.11% | 134.76%-118.7pp | 418.34%-402.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,286 | $3,713-38.4% | $4,933-53.7% | $2,755-17.0% |
| Participant deferral / active EE | $6,195 | $6,644-6.7% | $8,070-23.2% | $4,296+44.2% |
| Admin fee / account holder | $4,494 | $7,941-43.4% | $12,998-65.4% | $6,918-35.0% |