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, LLC1+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $117,402 |
FARBER HASS HURLEY LLP2+ years Service code 10 · EIN 20-4207759 | Accounting | $10,500 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,489 | $75,183-34.2% | $123,892-60.1% | $55,167-10.3% |
| Participation rate | 92.2% | 72.8%+19.4pp | 81.4%+10.8pp | 69.0%+23.2pp |
| Annual return | 4.55% | 19.01%-14.5pp | 47.52%-43.0pp | 169.23%-164.7pp |
| Employer contribution / active EE | $11,524 | $2,823+308.1% | $4,617+149.6% | $1,963+487.2% |
| Participant deferral / active EE | $1,597 | $5,084-68.6% | $5,984-73.3% | $3,054-47.7% |
| Admin fee / account holder | $688 | $663+3.8% | $8,357-91.8% | $504+36.5% |