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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
BENECO SYSTEMS, LLC6+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $116,640 |
FARBER HASS HURLEY LLP7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,997 | $104,475-9.1% | $159,436-40.4% | $79,386+19.7% |
| Participation rate | 93.4% | 76.6%+16.8pp | 82.8%+10.6pp | 70.7%+22.7pp |
| Annual return | 11.74% | 67.95%-56.2pp | 263.57%-251.8pp | 116.85%-105.1pp |
| Employer contribution / active EE | $16,339 | $3,417+378.2% | $4,829+238.3% | $2,427+573.1% |
| Participant deferral / active EE | $2,658 | $6,467-58.9% | $7,352-63.8% | $4,046-34.3% |
| Admin fee / account holder | $528 | $711-25.8% | $10,799-95.1% | $626-15.8% |