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 | $100,725 |
FARBER HASS HURLEY LLP5+ years Service code 10 · EIN 20-4207759 | Accounting | $10,000 |
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.)
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 | $72,622 | $89,652-19.0% | $141,162-48.6% | $65,185+11.4% |
| Participation rate | 94.9% | 74.7%+20.1pp | 82.5%+12.4pp | 70.2%+24.7pp |
| Annual return | 22.04% | 32.79%-10.8pp | 71.39%-49.4pp | 29.38%-7.3pp |
| Employer contribution / active EE | $10,816 | $3,065+252.9% | $4,735+128.4% | $2,177+396.9% |
| Participant deferral / active EE | $2,139 | $5,691-62.4% | $6,709-68.1% | $3,514-39.1% |
| Admin fee / account holder | $515 | $569-9.4% | $10,261-95.0% | $847-39.2% |