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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, LLC9+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $123,820 |
FARBER HASS HURLEY LLP10+ years Service code 10 · EIN 20-4207759 | Accounting | $13,500 |
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 | $96,803 | $101,317-4.5% | $146,958-34.1% | $74,495+29.9% |
| Participation rate | 92.8% | 75.5%+17.3pp | 82.2%+10.6pp | 67.2%+25.6pp |
| Annual return | 11.02% | 8730.91%-8719.9pp | 418.34%-407.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $16,012 | $3,810+320.2% | $4,933+224.6% | $2,623+510.5% |
| Participant deferral / active EE | $3,412 | $7,303-53.3% | $8,070-57.7% | $4,346-21.5% |
| Admin fee / account holder | $565 | $1,739-67.5% | $12,998-95.7% | $1,942-70.9% |