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, LLC6 years Service code 15 · EIN 41-2046279 | Recordkeeping | $32,940 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,856 | $64,119-36.3% | $112,228-63.6% | $66,914-38.9% |
| Participation rate | 72.3% | 68.5%+3.9pp | 75.1%-2.7pp | 69.8%+2.5pp |
| Annual return | -19.12% | -13.81%-5.3pp | 27.45%-46.6pp | 1.58%-20.7pp |
| Employer contribution / active EE | $2,757 | $3,005-8.2% | $3,635-24.1% | $2,544+8.4% |
| Participant deferral / active EE | $1,763 | $3,693-52.3% | $4,728-62.7% | $4,237-58.4% |
| Admin fee / account holder | $255 | $625-59.2% | $6,410-96.0% | $593-57.0% |