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 ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $16,628 |
KOVACK SECURITIES INC7 years Filed as: KOVACK ADVISORS, INC. Service code 28 6451 NORTH FEDERAL HWY · FORT LAUDERDALE, FL 33308 | Investment Management | $15,941 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,229 | $34,934-82.2% | $56,411-89.0% | $74,495-91.6% |
| Participation rate | 94.8% | 32.8%+62.0pp | 52.5%+42.4pp | 67.2%+27.6pp |
| Annual return | 11.58% | 25.94%-14.4pp | 1701.33%-1689.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $171 | $609-72.0% | $1,039-83.6% | $2,623-93.5% |
| Participant deferral / active EE | $924 | $1,170-21.1% | $1,952-52.7% | $4,346-78.7% |
| Admin fee / account holder | $84 | $2,364-96.4% | $2,829-97.0% | $1,942-95.7% |