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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN. SERVICES, INC. Service code 15 · EIN 16-1503696 | Recordkeeping | $15,776 |
ENLIGHTEN FINANCIAL SERVICES, INC.3 years Service code 49 · EIN 81-2321196 3364 AMHERST WAY · EUGENE, OR 97408 | Other Services | $10,208 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,552 | $62,586-48.0% | $76,768-57.6% | $64,186-49.3% |
| Participation rate | 87.0% | 72.8%+14.1pp | 77.0%+10.0pp | 69.6%+17.4pp |
| Annual return | -5.75% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,775 | $3,145-43.5% | $3,852-53.9% | $3,470-48.8% |
| Admin fee / account holder | $274 | $4,667-94.1% | $6,675-95.9% | $4,888-94.4% |