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 PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $62,312 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,130 | $87,037+50.7% | $106,201+23.5% | $80,874+62.1% |
| Participation rate | 94.6% | 70.4%+24.1pp | 75.3%+19.3pp | 67.6%+26.9pp |
| Annual return | 13.70% | 17.05%-3.4pp | 116.26%-102.6pp | 35.62%-21.9pp |
| Employer contribution / active EE | $8,313 | $2,396+246.9% | $3,170+162.3% | $2,756+201.7% |
| Participant deferral / active EE | $11,774 | $3,986+195.4% | $5,012+134.9% | $4,297+174.0% |
| Admin fee / account holder | $238 | $8,434-97.2% | $11,039-97.8% | $6,935-96.6% |