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, LLC10+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $82,672 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,821 | $216,711-94.5% | $136,749-91.4% | $85,563-86.2% |
| Participation rate | 85.8% | 51.7%+34.0pp | 72.1%+13.6pp | 66.0%+19.8pp |
| Annual return | 12.60% | 15.26%-2.7pp | 24.33%-11.7pp | 31.51%-18.9pp |
| Employer contribution / active EE | $513 | $1,660-69.1% | $3,400-84.9% | $2,654-80.7% |
| Participant deferral / active EE | $1,581 | $2,635-40.0% | $4,692-66.3% | $4,375-63.9% |
| Admin fee / account holder | $111 | $1,223-90.9% | $11,386-99.0% | $834-86.7% |