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 | $87,013+50.7% | $106,213+23.5% | $80,856+62.2% |
| Participation rate | 94.6% | 70.4%+24.2pp | 75.3%+19.3pp | 67.6%+27.0pp |
| Annual return | 13.70% | 17.05%-3.3pp | 116.14%-102.4pp | 35.59%-21.9pp |
| Employer contribution / active EE | $8,313 | $2,395+247.0% | $3,171+162.1% | $2,755+201.7% |
| Participant deferral / active EE | $11,774 | $3,986+195.4% | $5,016+134.7% | $4,296+174.1% |
| Admin fee / account holder | $238 | $8,431-97.2% | $11,033-97.8% | $6,918-96.6% |