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 PLAN ADMINISTRATORS3 years Filed as: BENEFIT PLAN ADMINISTRATIVESRVCSINC Service code 15 · EIN 16-1503696 | Recordkeeping | $40,575 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,821 | $65,409-5.5% | $98,442-37.2% | $85,850-28.0% |
| Participation rate | 71.8% | 65.0%+6.8pp | 73.3%-1.5pp | 69.3%+2.5pp |
| Annual return | 11.72% | 21.76%-10.0pp | 1492.73%-1481.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,716 | $2,168-20.8% | $2,960-42.0% | $2,565-33.1% |
| Participant deferral / active EE | $3,078 | $3,166-2.8% | $4,276-28.0% | $3,952-22.1% |
| Admin fee / account holder | $501 | $4,593-89.1% | $5,949-91.6% | $6,260-92.0% |