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 | $20,491 |
BENETECH, INC.3 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $5,546 | $54,237-89.8% | $90,281-93.9% | $67,579-91.8% |
| Participation rate | 92.1% | 68.6%+23.5pp | 73.3%+18.8pp | 71.3%+20.8pp |
| Annual return | 19.08% | 37.27%-18.2pp | 78.10%-59.0pp | 378.56%-359.5pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,045 | $2,625-60.2% | $3,885-73.1% | $3,539-70.5% |
| Admin fee / account holder | $5 | $123-96.0% | $5,351-99.9% | $142-96.6% |