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, LLC10+ years Service code 15 · EIN 41-2046279 | Recordkeeping | $130,025 |
FARBER HASS HURLEY LLP11+ years Service code 10 · EIN 20-4207759 | Accounting | $14,000 |
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 | $120,649 | $100,923+19.5% | $150,045-19.6% | $74,304+62.4% |
| Participation rate | 90.2% | 70.1%+20.1pp | 82.3%+7.9pp | 60.3%+29.8pp |
| Annual return | 15.09% | 51.77%-36.7pp | 62.55%-47.5pp | 29.43%-14.3pp |
| Employer contribution / active EE | $17,617 | $3,463+408.7% | $4,693+275.4% | $2,241+686.1% |
| Participant deferral / active EE | $4,061 | $6,709-39.5% | $7,997-49.2% | $3,767+7.8% |
| Admin fee / account holder | $610 | $2,767-77.9% | $13,435-95.5% | $2,969-79.4% |