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, LLC7+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $88,174 |
FARBER HASS HURLEY LLP8+ years Service code 10 · EIN 20-4207759 | Accounting | $12,500 |
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 | $80,707 | $82,664-2.4% | $125,339-35.6% | $68,494+17.8% |
| Participation rate | 93.8% | 75.0%+18.8pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -17.62% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $13,698 | $3,381+305.2% | $4,814+184.6% | $2,596+427.6% |
| Participant deferral / active EE | $3,088 | $6,110-49.5% | $7,446-58.5% | $4,027-23.3% |
| Admin fee / account holder | $427 | $6,275-93.2% | $10,010-95.7% | $5,403-92.1% |