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, LLC2 years Service code 15 · EIN 41-2046279 | Recordkeeping | $73,875 |
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 | $175,487 | $78,672+123.1% | $109,143+60.8% | $85,850+104.4% |
| Participation rate | 89.6% | 68.3%+21.3pp | 75.9%+13.7pp | 69.3%+20.3pp |
| Annual return | 13.66% | 25.09%-11.4pp | 25.75%-12.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $16,596 | $2,735+506.9% | $3,722+345.9% | $2,565+547.0% |
| Participant deferral / active EE | $1,529 | $3,467-55.9% | $4,653-67.1% | $3,952-61.3% |
| Admin fee / account holder | $586 | $5,469-89.3% | $6,752-91.3% | $6,260-90.6% |