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, LLC8+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $115,325 |
FARBER HASS HURLEY LLP9+ years Service code 10 · EIN 20-4207759 | Accounting | $12,500 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,524 | $162,322-45.5% | $135,903-34.9% | - |
| Participation rate | 93.9% | 71.5%+22.4pp | 81.9%+12.0pp | - |
| Annual return | 15.36% | 15.15%+0.2pp | 68.23%-52.9pp | - |
| Employer contribution / active EE | $12,366 | $3,400+263.7% | $4,856+154.6% | - |
| Participant deferral / active EE | $2,991 | $5,722-47.7% | $7,758-61.4% | - |
| Admin fee / account holder | $533 | $23,877-97.8% | $10,762-95.1% | - |