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, LLC5+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $104,723 |
FARBER HASS HURLEY LLP6+ 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.)
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 | $89,751 | $99,957-10.2% | $149,696-40.0% | $73,488+22.1% |
| Participation rate | 97.1% | 75.7%+21.4pp | 82.5%+14.6pp | 70.7%+26.4pp |
| Annual return | 13.25% | 53.87%-40.6pp | 276.60%-263.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $13,010 | $3,191+307.7% | $4,644+180.1% | $2,270+473.1% |
| Participant deferral / active EE | $2,500 | $6,073-58.8% | $6,842-63.5% | $3,740-33.1% |
| Admin fee / account holder | $541 | $551-1.7% | $9,309-94.2% | $513+5.5% |