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, LLC5+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $55,676 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,751 | $58,101-78.1% | $118,925-89.3% | $73,409-82.6% |
| Participation rate | 85.8% | 56.1%+29.6pp | 75.4%+10.4pp | 72.2%+13.6pp |
| Annual return | 8.23% | 20.56%-12.3pp | 35.88%-27.7pp | 59.29%-51.1pp |
| Employer contribution / active EE | $377 | $1,445-73.9% | $3,263-88.5% | $2,234-83.1% |
| Participant deferral / active EE | $1,156 | $2,400-51.8% | $4,265-72.9% | $3,805-69.6% |
| Admin fee / account holder | $106 | $138-23.1% | $6,581-98.4% | $158-32.7% |