Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SCS2 years Filed as: BENSLER LLC DBA SCS Service code 27 10900 NE 8TH ST · BELLEVUE, WA 980044458 | Advisory (Plan) | $24,608 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $20,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,655 | $64,705-29.4% | $62,929-27.4% | $67,986-32.8% |
| Participation rate | 49.8% | 65.6%-15.8pp | 73.1%-23.3pp | 57.2%-7.4pp |
| Annual return | 11.81% | 20.31%-8.5pp | 1063.93%-1052.1pp | 31.67%-19.9pp |
| Employer contribution / active EE | $1,966 | $2,376-17.2% | $2,505-21.5% | $2,019-2.6% |
| Participant deferral / active EE | $1,795 | $3,198-43.9% | $3,888-53.8% | $3,358-46.6% |
| Admin fee / account holder | $199 | $1,428-86.1% | $5,065-96.1% | $3,203-93.8% |