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 27 · EIN 71-1004774 10900 NE 8TH ST, SUITE 1550 · BELLEVUE, WA 98004 | Advisory (Plan) | $17,539 |
Filed as: JOHN HANCOCK Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $15,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,090 | $78,483+35.2% | $106,201-0.1% | $74,546+42.3% |
| Participation rate | 65.5% | 72.8%-7.3pp | 75.3%-9.8pp | 67.2%-1.7pp |
| Annual return | 17.31% | 15.94%+1.4pp | 116.26%-99.0pp | 1366.03%-1348.7pp |
| Employer contribution / active EE | $326 | $2,522-87.1% | $3,170-89.7% | $2,624-87.6% |
| Participant deferral / active EE | $4,325 | $4,320+0.1% | $5,012-13.7% | $4,347-0.5% |
| Admin fee / account holder | $201 | $2,236-91.0% | $11,039-98.2% | $1,944-89.7% |