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 |
|---|---|---|
BENSLER, LLC3 years Service code 99 · EIN 71-1004774 | Other Fees | $37,665 |
Service code 49 | Other Services | $12,149 |
Filed as: FLEX-PLAN RETIREMENT SERVICES Service code 49 · EIN 80-0102330 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,547 | $50,815+13.2% | $155,509-63.0% | $77,643-25.9% |
| Participation rate | 95.1% | 63.1%+32.0pp | 78.2%+16.9pp | 70.6%+24.5pp |
| Annual return | 15.27% | 34.80%-19.5pp | 64.67%-49.4pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,453 | $1,993+23.1% | $4,672-47.5% | $2,726-10.0% |
| Participant deferral / active EE | $5,672 | $2,822+101.0% | $5,626+0.8% | $4,647+22.1% |
| Admin fee / account holder | $189 | $437-56.8% | $15,912-98.8% | $430-56.2% |