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 | $94,339 |
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 | $68,019 | $100,923-32.6% | $150,045-54.7% | $74,304-8.5% |
| Participation rate | 94.3% | 70.1%+24.2pp | 82.3%+12.0pp | 60.3%+33.9pp |
| Annual return | 17.62% | 51.77%-34.1pp | 62.55%-44.9pp | 29.43%-11.8pp |
| Employer contribution / active EE | $1,965 | $3,463-43.3% | $4,693-58.1% | $2,241-12.3% |
| Participant deferral / active EE | $4,230 | $6,709-37.0% | $7,997-47.1% | $3,767+12.3% |
| Admin fee / account holder | $258 | $2,767-90.7% | $13,435-98.1% | $2,969-91.3% |