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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $17,803 |
BENETECH, INC.2 years Filed as: BENETECH, INC Service code 15 · EIN 94-2269337 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,083 | $43,999-88.4% | $79,464-93.6% | $55,725-90.9% |
| Participation rate | 86.4% | 66.9%+19.4pp | 73.3%+13.0pp | 70.9%+15.5pp |
| Annual return | 6.33% | 1.81%+4.5pp | 718.14%-711.8pp | 244.93%-238.6pp |
| Employer contribution / active EE | $2 | $1,830-99.9% | $2,800-99.9% | $2,078-99.9% |
| Participant deferral / active EE | $1,017 | $2,538-59.9% | $3,704-72.5% | $3,356-69.7% |
| Admin fee / account holder | $6 | $118-95.0% | $5,113-99.9% | $115-94.9% |