See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,655 | $67,984-32.8% | $65,493-30.3% | $74,304-38.6% |
| Participation rate | 49.8% | 66.3%-16.5pp | 73.1%-23.3pp | 60.3%-10.6pp |
| Annual return | 11.81% | 19.87%-8.1pp | 982.45%-970.6pp | 29.43%-17.6pp |
| Employer contribution / active EE | $1,966 | $2,491-21.1% | $2,574-23.6% | $2,241-12.3% |
| Participant deferral / active EE | $1,795 | $3,346-46.4% | $3,961-54.7% | $3,767-52.4% |
| Admin fee / account holder | $199 | $1,373-85.5% | $5,028-96.1% | $2,969-93.3% |