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 3-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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES, INC Service code 15 · EIN 16-1503696 | Recordkeeping | $86,121 |
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 | $57,303 | $101,317-43.4% | $146,958-61.0% | $74,495-23.1% |
| Participation rate | 94.2% | 75.5%+18.6pp | 82.2%+12.0pp | 67.2%+27.0pp |
| Annual return | 18.36% | 8730.91%-8712.6pp | 418.34%-400.0pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $1,789 | $3,810-53.0% | $4,933-63.7% | $2,623-31.8% |
| Participant deferral / active EE | $4,046 | $7,303-44.6% | $8,070-49.9% | $4,346-6.9% |
| Admin fee / account holder | $221 | $1,739-87.3% | $12,998-98.3% | $1,942-88.6% |