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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $168,929 |
BENSLER, LLC4 years Service code 99 · EIN 71-1004774 | Other Fees | $140,091 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,503 | $145,877+3.9% | $150,045+1.0% | $102,872+47.3% |
| Participation rate | 94.6% | 79.8%+14.8pp | 82.3%+12.3pp | 73.0%+21.6pp |
| Annual return | 18.52% | 21.37%-2.9pp | 62.55%-44.0pp | 19.06%-0.5pp |
| Employer contribution / active EE | $2,909 | $4,710-38.2% | $4,693-38.0% | $3,526-17.5% |
| Participant deferral / active EE | $9,800 | $9,491+3.3% | $7,997+22.5% | $5,535+77.1% |
| Admin fee / account holder | $95 | $176-45.8% | $13,435-99.3% | $292-67.4% |