See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC5 years Service code 15 · EIN 41-2046279 | Recordkeeping | $77,402 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,256 | $81,460+187.6% | $103,333+126.7% | $80,856+189.7% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.6%+21.3pp |
| Annual return | 11.33% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $14,728 | $3,105+374.3% | $3,868+280.8% | $2,755+434.6% |
| Participant deferral / active EE | $1,896 | $3,869-51.0% | $5,057-62.5% | $4,296-55.9% |
| Admin fee / account holder | $697 | $6,566-89.4% | $8,355-91.7% | $6,918-89.9% |