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, LLC6+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $63,247 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,922 | $62,581-80.9% | $124,672-90.4% | $86,799-86.3% |
| Participation rate | 84.5% | 56.9%+27.7pp | 74.6%+9.9pp | 72.3%+12.2pp |
| Annual return | 9.35% | 26.67%-17.3pp | 5142.93%-5133.6pp | 97.91%-88.6pp |
| Employer contribution / active EE | $768 | $1,604-52.1% | $3,324-76.9% | $2,405-68.1% |
| Participant deferral / active EE | $1,315 | $2,725-51.8% | $4,614-71.5% | $4,131-68.2% |
| Admin fee / account holder | $110 | $170-34.9% | $7,493-98.5% | $170-34.9% |