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 |
|---|---|---|
BENECO SYSTEMS, LLC4+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $55,672 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,797 | $124,414-89.7% | $115,157-88.9% | $67,579-81.1% |
| Participation rate | 79.7% | 58.1%+21.6pp | 75.9%+3.8pp | 71.3%+8.4pp |
| Annual return | 17.91% | 29.40%-11.5pp | 35.60%-17.7pp | 378.56%-360.6pp |
| Employer contribution / active EE | $856 | $1,454-41.2% | $3,179-73.1% | $2,148-60.2% |
| Participant deferral / active EE | $986 | $2,331-57.7% | $4,168-76.3% | $3,539-72.1% |
| Admin fee / account holder | $120 | $361-66.7% | $7,088-98.3% | $142-15.5% |