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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMINISTRATORS Service code 15 · EIN 16-1065416 | Recordkeeping | $70,384 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,249 | $138,347-11.6% | $184,203-33.6% | $80,856+51.2% |
| Participation rate | 84.5% | 83.9%+0.7pp | 86.8%-2.3pp | 67.6%+16.9pp |
| Annual return | 12.53% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,074 | $4,850-57.2% | $6,427-67.7% | $2,755-24.7% |
| Participant deferral / active EE | $4,082 | $7,071-42.3% | $9,131-55.3% | $4,296-5.0% |
| Admin fee / account holder | $525 | $10,483-95.0% | $13,901-96.2% | $6,918-92.4% |