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, LLC4 years Service code 15 · EIN 41-2046279 | Recordkeeping | $75,333 |
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 | $185,399 | $76,670+141.8% | $96,683+91.8% | $71,457+159.5% |
| Participation rate | 90.0% | 66.6%+23.4pp | 74.3%+15.7pp | 67.9%+22.1pp |
| Annual return | 17.29% | 48.29%-31.0pp | 35.69%-18.4pp | 28.85%-11.6pp |
| Employer contribution / active EE | $16,753 | $3,031+452.6% | $3,737+348.3% | $2,588+547.4% |
| Participant deferral / active EE | $1,664 | $3,771-55.9% | $4,878-65.9% | $4,289-61.2% |
| Admin fee / account holder | $593 | $2,028-70.8% | $6,730-91.2% | $1,587-62.6% |