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 |
|---|---|---|
CORPORATE BENEFIT SYSTEMS1+ years Filed as: CORPORATE BENEFIT SYSTEMS, INC. Service code 15 · EIN 22-3954919 1011 BRIOSO DR SUITE 109 · COSTA MESA, CA 92627 | Recordkeeping | $6,600 |
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,410 | $168,632-33.9% | $147,614-24.5% | $125,391-11.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.61% | 77.65%-79.3pp | 61.98%-63.6pp | 282.22%-283.8pp |
| Employer contribution / active EE | $10,702 | $6,252+71.2% | $5,564+92.3% | $4,866+119.9% |
| Participant deferral / active EE | $1,241 | $5,507-77.5% | $4,895-74.6% | $5,352-76.8% |
| Admin fee / account holder | $18,960 | $13,580+39.6% | $11,611+63.3% | $9,540+98.7% |