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 4-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,690 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $23,004 |
BENEFITS2 ADMINISTRATORS LLC3 years Filed as: BENEFITS 2 ADMINISTRATORS, LLC Service code 13 301 MEADOW RIDGE LN · EAGLE ID, ID 83616 | Contract Administrator | $6,228 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,398 | $88,360-49.8% | $145,433-69.5% | $67,986-34.7% |
| Participation rate | 96.9% | 65.5%+31.4pp | 82.1%+14.7pp | 57.2%+39.6pp |
| Annual return | 26.68% | 63.15%-36.5pp | 66.58%-39.9pp | 31.67%-5.0pp |
| Employer contribution / active EE | $4,405 | $3,054+44.2% | $4,554-3.3% | $2,019+118.2% |
| Participant deferral / active EE | $7,939 | $5,932+33.8% | $7,897+0.5% | $3,358+136.4% |
| Admin fee / account holder | $252 | $3,313-92.4% | $13,129-98.1% | $3,203-92.1% |