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 | $15,591 |
ENLIGHTEN FINANCIAL SERVICES, INC.5 years Service code 49 · EIN 81-2321196 3364 AMHERST WAY · EUGENE, OR 97408 | Other Services | $11,054 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,167 | $78,422-41.1% | $95,952-51.9% | $79,858-42.2% |
| Participation rate | 88.6% | 73.5%+15.2pp | 77.1%+11.6pp | 69.6%+19.0pp |
| Annual return | 12.82% | 19.37%-6.5pp | 91.61%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $8 | $1,945-99.6% | $2,541-99.7% | $2,471-99.7% |
| Participant deferral / active EE | $2,171 | $3,440-36.9% | $4,167-47.9% | $3,740-42.0% |
| Admin fee / account holder | $313 | $5,622-94.4% | $6,795-95.4% | $5,306-94.1% |