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 |
|---|---|---|
BENECO SYSTEMS, LLC4 years Service code 15 · EIN 41-2046279 | Recordkeeping | $36,160 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,374 | $69,362-49.0% | $101,248-65.1% | $73,488-51.9% |
| Participation rate | 82.7% | 68.4%+14.3pp | 75.8%+6.9pp | 70.7%+12.1pp |
| Annual return | 18.03% | 18.46%-0.4pp | 46.47%-28.4pp | 28.51%-10.5pp |
| Employer contribution / active EE | $3,951 | $2,628+50.3% | $3,660+8.0% | $2,270+74.1% |
| Participant deferral / active EE | $1,827 | $3,300-44.6% | $4,370-58.2% | $3,740-51.2% |
| Admin fee / account holder | $280 | $704-60.2% | $5,945-95.3% | $513-45.4% |